Dear %%first_name%%,
US stocks headed higher over the weekend despite a slightly disappointing report on job numbers. In today’s note, I explain why I don’t care about when the US raises rates because my advice will be the same.
Also in the Switzer Super Report, Paul Rickard provides his monthly performance review of our income and growth portfolios. And James Dunn reveals where to look for the best dividend growth over the next couple of financial years. Plus, Barrie Dunstan analyses the A-REIT sector. Also, Roger Montgomery gives gold medals to two companies for their results this reporting season.
In Buy, Sell, Hold – what the brokers say, brokers downgraded Mirvac and Retail Food Group. And the Super Stock Selectors liked Commonwealth Bank, but not Village Roadshow.
Sincerely,
Peter Switzer
Did you know?
Paul Rickard and Aitken Investment Management’s Charlie Aitken discuss their views on the latest earnings season in this month’s webinar.