Dear %%first_name%%,
Even when it comes to our local elections, it’s always a good time to ask “What would Buffett do?”. This week I take a look at Ten Commandments from the famous investment sage.
Also in the Switzer Super Report today, our chief investment officer Paul Rickard details the outperformance of our SSR portfolios for the eight months of the year so far. While the ASX has returned with dividends 13.73%, our two portfolios have returned 16.47% and 16.93%!
James Dunn looks at companies that might benefit, or lose, from what is now an expected Coalition victory. There are a couple that will surprise, like Qube and Graincorp. In Buy, Sell, Hold – what the brokers say by Rudi Filapek-Vandyck, brokers mainly moved on whether or not earnings surprised or disappointed – Qantas and DJs weren’t very popular.
Sydney and Melbourne had strong weekend property auction results, with the Sydney clearance rate hitting 84%, and we show you two charts that pretty much wrap up the earnings season just ended.
Sincerely,
Peter Switzer