Dear %%first_name%%,
It’s all about Amazon at the moment, and the stock prices of companies like JB Hi-Fi have been impacted. But are the retailers as bad as the market thinks? I take a look at the sector in today’s note.
Also in the Switzer Super Report, Paul Rickard is feeling a bit cool (not cold!) on the market. Is it time to take some money off the table? Paul shares his views on the economy and provides a sector-by-sector analysis of the market. Plus, James Dunn has a rundown of three ways you can invest in infrastructure. Don’t miss it!
In Buy, Sell, Hold – what the brokers say, Stockland was upgraded while JB Hi-Fi, Super Retail Group and Myer were in the not-so-good books. And in Super Stock Selectors, Henderson Group was on the likes list this week.
Sincerely,
Peter Switzer