Dear %%first_name%%,
The markets didn’t seem to care too much about a potential war in the Ukraine, but they are bothered by Fed chair Janet Yellen signalling overnight that interest rates could rise as soon as 2015.
That all goes to show that markets are as fickle as, well as fickle as the people who drive them. For long-term investors with SMSFs, these dips are perfect opportunities to get into companies such as Charlie’s favourite, Bank of Queensland. Today, Charlie details why BOQ will continue to benefit from the East Coast revival.
It could also be a good time to get into companies such as BHP and Rio. Today in Short ‘n’ Sweet, we examine what the experts have been saying about these resource giants over the past few weeks and in Questions of the Week, Paul Rickard explains to a reader why most SMSFs will hold BHP.
Also in the Switzer Super Report today, we have Roger Montgomery on Carsales.com.au and in Fundie’s Favourite, veteran fund manager Manny Pohl explains why he likes Domino’s Pizza.
Buy, Sell, Hold – what the brokers say, finds upgrades for Nufarm and Adelaide Brighton and an upgrade, and downgrade, for David Jones. Tony Negline examines what to do in the unfortunate event that all members of your SMSF die at once and our Switzer Super TV looks at the health sector.
Sincerely,
Peter Switzer
This week Paul Rickard and I got together to talk about one of his favourite sectors – health. Star performers like Ramsay and CSL may have doubled their share price many times over in the last decade but there are still little companies that might be worth watching, like Virtus Health.