Dear %%first_name%%,

It’s natural to get nervous when things look good. You start wondering if this can last forever, which is definitely the case with the stock market, and to a lesser extent, the residential property market, right now.

So to help you out, I’ve been asking the market experts where they think things are headed over the next few years. Their answers might surprise you. Read below to find out what they, and I, think.

Also in the Switzer Super Report today, our Stock in focus by Greg Fraser is TPG Telecom, a quiet achiever that is taking on the big guns. We also have a bit of wine (Treasury Wine Estates) and cheese (Bega and Warrnambool) for your portfolio, particularly timely given the departure of chief executive of Treasury Wine Estates announced this morning.

Paul Rickard goes through ASIC’s report on the SMSF sector and explains that, actually, SMSFs more than account for their administration costs by superior performance, and in Buy, Sell, Hold – what the brokers say, Rudi Filapek-Vandyck finds that OrotonGroup and Sydney Airport were downgraded.



Sincerely,

Peter Switzer

Next Thursday Paul Rickard and I will be getting together for another Super Session, where we talk about the latest developments and what it all means for your SMSF. You can see our last one here.