Dear %%first_name%%,

Which bank is the biggest and best in Australia? That’s a no-brainer for Charlie Aitken, who says Commonwealth Bank is still undervalued at $70, and reminds us that he was derided for saying the same thing when it was trading at $54.

I have to agree with him, and you all know about my recent dip into the banks and why I think they’re as safe as houses, you can read about that here.

Also in today’s Switzer Super Report, Ron Bewley explains why industrials have made a comeback – Asciano and Downer are his two favourites – and property guru, Margaret Lomas, outlines seven things to do in this financial year.

Our Fundie’s favourite is a unique look at medical company Sirtex by Platypus Asset Management and James Dunn suggests that the best way to access small companies might be through a managed fund or a listed investment company – WAM and Mirrabooka may be two of the best plays here.



Sincerely,

Peter Switzer

I recently spoke with Tim Samway, managing director of Hyperion Asset Management, on Switzer TV for some investment ideas in this tough market.