Dear %%first_name%%,
As war clouds gather over Russia and the Ukraine, market sentiment is subdued, even as a raft of economic data out in the US this week is expected to provide further fuel for the US rally. It’s a wait-and-see scenario but perhaps a good time to take advantage of any dips.
Today we introduce a new article called From the top. Every two weeks we plan to put a CEO or MD of a listed company on the hot seat and get the inside story on what’s going on within their company. If you want to find out why management is so integral to performance, read this. Our first MD is Rod Jones of education company Navitas.
Also in the Switzer Super Report today, we have James Dunn’s earnings wrap, Greg Fraser’s view on radio wars and why APN News & Media comes up trumps. And Barrie Dunstan found some interesting reading in Warren Buffett’s annual letter to Berkshire Hathaway shareholders over the weekend.
Paul Rickard writes about our Switzer Super Report Portfolios for February. They didn’t shoot the lights out but we are still very happy with them. And don’t forget if you want to ask Paul or Wilson Asset Management Chairman Geoff Wilson a question in person, enrol now for our webinar at 12:30pm this Friday 7 March. Only a few seats left!
Sincerely,
Peter Switzer
Peter Switzer was very impressed with Ardent Leisure’s chief executive Geoff Shaw and his subtle positivity about his company’s prospects, when he interviewed him on Switzer TV last week. Ardent Leisure previously made the short list, courtesy of Geoff Wilson a few months back. You can watch the interview here.
Important: This content has been prepared without taking account of the objectives, financial situation or needs of any particular individual. It does not constitute formal advice. Consider the appropriateness of the information in regards to your circumstances.