Dear %%first_name%%,
Talk about synchronicity! I’m currently reading Phil Knight’s book Shoe Dog and Charlie Aitken’s article today is on the company that lives by the motto Just Do It! Charlie says that a combination of several factors has seen Nike deliver incredibly steady revenue growth for an extended period of time and in his article today, he runs through the reasons why he thinks this will continue.
As we didn’t publish the Report on Monday, we’ve made this issue a bumper, so you won’t miss out on James Dunn’s info! Down in the sub-$1 space, James says there are plenty of interesting opportunities on the ASX. In his article today, he trawls through 4 interesting scenarios of businesses that could easily leave their current share prices behind.
And Percy Allan, who edits our Market Timing Australia report, goes through the 3 scenarios charted by Lance Roberts, chief investment strategist at Real Investment Advice, that the S&P500 share index could take, depending on what path President Trump chooses in his trade war with China. Since American stocks dominate the global share market, their fate will dictate investor sentiment everywhere.
Tony Featherstone has a track record in identifying megatrends but rightly says that knowing when to buy into a megatrend at sensible prices and having the nerve to stick with the idea, is the bigger challenge. Tony says that faster-growing Asian equities are a good long-term prospect and examines 4 ways to get such exposure.
And in Buy, Hold, Sell – What the Brokers Say, with a public holiday on Monday in some states, FNArena has reported just 2 upgrades from stockbrokers so far this week.
Finally, in Questions of the Week, Paul Rickard answers readers’ queries about XTBs and high yielders outside the top 50.
If you missed the Property Punch-Up of the Century between Steve Keen and Chris Joye last week, be sure to visit our YouTube channel.
Pick up a copy of my book Join the Rich Club from the Switzer Store.
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Talk to you Saturday!
Sincerely,
Peter Switzer