Dear %%first_name%%,
As we slowly get into the swing of the new year, it’s a great time to re-examine your portfolio holdings. On Monday, Paul Rickard will share our Switzer Report portfolios for 2018 but in today’s report we’ve got some quality analysis on a number of companies worth your consideration.
Tony Featherstone updates our takeover targets and finds that casino operator SkyCity might be worth a look, and our Professional’s Pick, by Sarah Shaw, global portfolio manager and chief investment officer at 4D Infrastructure, is toll road operator Transurban.
And Charlie Aitken might still be on holiday, along with Buy, Sell, Hold – what the brokers say (both of which will be back next week), but in the mean time we have a bonanza of readers’ questions which basically capture our views on some major companies – think Westfield Trust, Origin and Rio – for the year ahead.
We’ve also packaged up a number of our outlook pieces for 2018 into a nice little eBook which you can access here.
Sincerely,
Peter Switzer