Dear %%first_name%%,
Today it’s all about the starting point, and not the method, of international travel. My good friend Charlie Aitken has updated his price target on Sydney Airports off the back of improved quarterly passenger numbers, but Roger Montgomery has a cautionary tale to tell about airlines – something Paul Rickard will agree with, despite Charlie’s good call on Qantas.
If you want some international share ideas for your portfolio, take a look at what PM CAPITAL fund manager Ashley Pittard is doing with his SMSF. In today’s My SMSF he explains why he’s ok with being overexposed to global and some big international names you might want to think about.
In Buy, Sell, Hold – what the brokers say, Fairfax and Fortescue got upgrades and Oil Search, Worley Parsons and Woodside were all hit with downgrades. Questions of the Week looks at why it pays to be careful and Tony Negline explains what will happen to your SMSF assets when you die.
Sincerely,
Peter Switzer
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