Dear %%first_name%%,
Can we still believe in this unusual bull market? In today’s note I explain why we can, and also look at the economic story, what the experts are saying on interest rates, and what it all means for our stock market!
Also in the Switzer Super Report, James Dunn shares five companies to watch in the defence sector. In Buy, Sell, Hold – what the brokers say, Commonwealth Bank was upgraded this week while Evolution Mining copped a downgrade. And an investment house, a beverages business, a packaging company and a supermarket operator are among the likes and dislikes of this week’s Super Stock Selectors.
Plus, don’t forget, tickets are now on sale for the Switzer Listed Investment Conference in Melbourne. Join some of Australia’s top fund managers, including Hamish Douglass and Charlie Aitken, who will share their best investment ideas at home and offshore. Click here to register now.
Sincerely,
Peter Switzer