Dear %%first_name%%,
Reporting season kicks off in earnest this week, so I asked Rudi Filapek-Vandyck to share the companies he thinks could report well. I discuss these and more in today’s note.
Also in the Switzer Super Report, has you super fund done better than 10%? Paul Rickard explains how to work out if you are cutting it as an investment manager. Plus, James Dunn looks at what to expect from the major companies this reporting season. Rio and Suncorp report this week.
Plus, new APRA guidance confirms that if you are 60 and hold two jobs, you may now meet the definition of retirement if you cease one of the jobs. DBA Lawyers’ Gary Chau explains. In Buy, Sell, Hold – what the brokers say, Fairfax was in the good books this week, while Metcash copped a downgrade. And this week’s Hot Stock Picks include REA Group and Trade Me.
Sincerely,
Peter Switzer