Dear %%first_name%%,
How should we play stocks for the rest of the year? In today’s note, I outline what’s good, and what’s worrying, about the rest of the year, and what I’m expecting for 2017. Could there be a Santa Claus rally?
Also in the Switzer Super Report, Paul Rickard shares his views on Telstra and the telco’s underperformance. Is it a buy? And with Christmas just around the corner, James Dunn checks if there’s any potential for investors among the major retailers. Plus, Roger Montgomery explains why he believes iSentia’s share price fall is an overreaction.
In Buy, Sell, Hold – what the brokers say, Ansell was upgraded while McMillan Shakespeare and Sydney Airport were in the not-so-good books. And our Super Stock Selectors liked Brambles and AGL this week, but not Newcrest.
This month, Switzer Super Report contributor and Chief Investment Officer of Contango Asset Management, George Boubouras, is leading his team on a free investor roadshow in Sydney, Melbourne, Brisbane, Adelaide and Perth. Click here to register and pick George’s brain on where his funds are investing in this post-election market.
Sincerely,
Peter Switzer