Dear %%first_name%%,
My article today is in response to an email I received from a long-time subscriber. It got me thinking about the positive or negative impact on our wealth building since Trump became this very unusual P.O.T.U.S. (I never knew that acronym until I started watching Veep!).
I want to road test whether driving in the fast lane with Donald has been (and will be) a profitable experience.
As private investors, most of us who consider investing in commercial property do so indirectly through a managed fund, where the monies of the many are pooled. In his article today, Paul (Rickard) does a Product Road Test on a Centuria open-ended unlisted property fund that invests in multiple properties/funds and provides a limited liquidity facility.
In June this year, James Dunn looked at some of the ASX’s major agricultural stocks, some of which continue to rebound, including the two rural services heavyweights, Ruralco (RHL) and Elders (ELD). In his article today, James checks out how they’re travelling and looks at 4 more interesting rural candidates.
In Buy, Sell, Hold — What the Brokers Say, Rudi Filapek Van-Dyck notes that the August reporting season is done and dusted and overall activity among securities analysts as measured by upgrades and downgrades for individual ASX-listed entities has fallen to just six of each for the week ending Friday 6 September 2019.
And finally in our “HOT” Stocks this week, CMC Markets’ chief market strategist, Michael McCarthy and Julia Lee, Portfolio Manager at Burman Invest, explain why they respectively like Whitehaven Coal (WHC) and Nanosonics (NAN) but don’t like TPG Telecom (TPM) and Cimic (CIM).
If you missed out on our webinar last Friday, a recording is now available for viewing. Stay tuned for more details of our next webinar scheduled for Friday October 4.
And pick up a copy of my new book Join the Rich Club from the Switzer Store.
Enjoy the read and your week!
Sincerely,
Peter Switzer