Dear %%first_name%%,
One of the big lessons I learned last year is that sometimes it’s worth being a contrarian when a quality stock falls out of favour with the market. Look at BHP! In today’s note, I discuss this strategy.
Also in the Switzer Super Report, James Dunn reveals five promising (but speculative) resource companies to watch. And Roger Montgomery takes the pulse of the health care sector and provides his views on Ramsay and Healthscope.
In Buy, Sell, Hold – what the brokers say, Rio Tinto and Santos were upgraded, while CSL was downgraded. And our Super Stock Selectors like JB Hi-Fi and IPH this week, but not GPT. Find out why.
Don’t forget, tickets are now on sale for the Switzer Investor Strategy Day. This year we are holding events in Sydney (April 4), Melbourne (April 11) and Brisbane (April 12). As a subscriber you’re entitled to $100 off the price of your ticket. Click here to learn more. To claim your discount, enter the promotion code SSROFFER before you check out.
Sincerely,
Peter Switzer