Dear %%first_name%%,
There’s no doubt that the banking royal commission has bashed banks’ share prices around a bit. But does this mean you should avoid them altogether? I share my thoughts in my article today.
Also in the Switzer Report, Paul Rickard has the latest on our Switzer Report portfolios, James Dunn offers five companies to benefit from a rising US dollar, and Graeme Colley explains why you have to get cracking on super contributions.
In Buy, Hold, Sell – what the brokers say, activity is picking up again with upgrades for Nine Entertainment and Woolworths. And our Hot Stock pickers like Origin and Rio.
And if you’re looking at increasing your global exposure, then tune into our global webinar with Co-CEO of WCM Investment Management, Paul Black who will be joining us from California on Friday at 9.30am, to discuss global investment themes. The session will be hosted by Marty Switzer, CEO of Contango Asset Management, and you can register here.
Sincerely,
Peter Switzer