Dear %%first_name%%,
A contrarian play on CSL or BHP last year would have paid off for investors. As Warren Buffett’s advice goes, “be greedy when others are fearful”. The direction of the dollar is difficult to predict, but if the Aussie heads lower, there could be a few stocks that will benefit. I discuss this in my article today.
Also in the Switzer Super Report, Paul Rickard reads between the lines of CBA’s decision to increase its interim dividend by 1 cent, plus shares his views on the bank’s report. Also, James Dunn has the latest on earnings season and Barrie Dunstan looks at the lessons we can learn from the first few weeks of the Trump Presidency.
Plus, Roger Montgomery analyses the resource sector and provides his view on three stocks. And in Buy, Sell, Hold – what the brokers say, brokers upgraded CSL and South32 but downgraded Telstra.
Sincerely,
Peter Switzer