Dear %%first_name%%,
Earlier this year, with small- and mid-caps doing well, I asked whether it was time to opt for the contrarian play of buying the top 20 stocks. So how have they performed? I discuss this and more in today’s note.
Also in the Switzer Super Report, James Dunn turns to the biotech sector. There are some big names there, such as CSL and Resmed, but he has four promising stocks to keep an eye on. In Buy, Sell, Hold – what the brokers say, Carsales.com and Santos were in the good books, while South 32 was in the not-so-good books.
And don’t miss the latest episode in our LIC Masterclass Series. Today we also have an exclusive video with Antipodes Partners’ Jacob Mitchell who discusses an upcoming Listed Investment Company IPO. Plus, our Super Stock Selectors liked Domino’s this week, but not Fortescue.
Sincerely,
Peter Switzer