Dear %%first_name%%,
Thanks to some big talk from Federal Treasurer Joe Hockey, it looks like the biggest global economies will be focusing on growth for the year ahead. That’s great news for Australian stocks and I think, after a little bit of volatility, the 6000 goal is not out of the question for the ASX 200. Joe just needs to be careful of not delivering a horror budget in May.
Also in the Switzer Super Report today, we have Paul Rickard on why you shouldn’t be selling the Big Four, and James Dunn continues to find good news in reporting season. BHP Billiton of course was the star last week but online jobs site SEEK also had a stellar result. This week, Qantas is expected to disappoint but later Woolworths will provide some positive news.
Gary Stone examines the Continuos Commodity Index in chart of the week to see if the cycle has turned and in Buy, Sell, Hold – what the brokers say Rudi Filapek-Vandyck writes about upgrades for AMP and SEEK. In Shortlisted, we look at stocks like Resmed and Seven West Media, which are on Pengana fund manager Rhett Kessler’s radar.
Tony Negline explains how you can segregate assets and Brittany Ruppert reports on the highest national auction clearance rate on record, reached over the weekend.
Sincerely,
Peter Switzer