Dear %%first_name%%,
I might be out on a limb here but I’m one of the few market commentators not playing the “Go away in May” game. Sure there are cons, but I believe the pros far outweigh them, as I outline below.
It could be an opportunity to tidy up your portfolio, but I don’t think the falls will be too dramatic. Also in the Switzer Super Report today, Paul Rickard takes a look at a dividend strategy for the banks. You need to get in soon if you want to grab three of the majors before they go “ex-dividend”.
In his weekly broker report, Rudi Filapek-Vandyck takes a look at why analysts haven’t been too impressed by quarterly production reports from the miners. It isn’t all bad news though, Evolution Mining and Oz Minerals have both been upgraded to Buy.
Tony Negline explains some of the Tax Office correspondence that relates to SMSFs and the weekly auction clearance report continues to show underlying strength for real estate.
Also please contact us subscriber@switzer.com.au if you’d like to be featured in our new My fund section, where you tell us all about what you do in your SMSF. We’d love to hear from you!
Sincerely,
Peter Switzer