Dear %%first_name%%,
What Donald Trump tweets, says and does will be centre stage over the next few months, so what can we expect for the stock market and economy? I discuss this and what it could mean for our portfolios in today’s note.
Also in the Switzer Super Report, James Dunn has a preview of the February-March earnings season, and what’s expected of some of the big names reporting full-year earnings. And with the price of lithium rising over the past year, Max Williamson shares some of the companies in the sector.
In Buy, Sell, Hold – what the brokers say, CSL and Origin were in the good books, while CBA was downgraded. And our Super Stock Selectors like the banks this week, but not Brambles.
Please note, due to the Australia Day public holiday, there will be no Switzer Super Report published on Thursday 26 January. The next Report will be sent on Monday 30 January.
Sincerely,
Peter Switzer