Dear %%first_name%%,
This week we’ve seen a lot of media coverage of an eccentric fund manager who decided to sell his entire Australian equities portfolio and return capital to investors. So, is it time to “sell everything”? Charlie Aitken doesn’t believe so, and explains why in his note today. Plus, he shares why he likes Aristocrat.
Also in the Switzer Super Report, Tony Featherstone adds two telcos to the takeover targets list. Plus, this week’s Professional’s Pick is Caltex – Stephen Bruce explains how the company has needed to reinvent itself.
In Buy, Sell, Hold – what the brokers say, Myer and Super Retail Group were upgraded while Ramsay Health Care and Suncorp copped downgrades. And in Questions of the Week, Paul Rickard answers reader queries about Sigma Healthcare and FlexiGroup.
Don’t forget to register for our monthly webinar. Has the market peaked? Charlie Aitken and Paul Rickard will discuss this and more from 12:30pm.
Sincerely,
Peter Switzer