Dear %%first_name%%,
The US heads into reporting season this week and today Charlie Aitken provides a preview and explains why this is good news for both the US market and our market.
Also in the report today, Tony Featherstone offers up three consolidators to consider. Not all industry roll ups are good news, but these are some you might like to keep an eye on. Our Professional’s Pick is the global company Oracle Corporation, and Buy, Sell, Hold – what the brokers say, has upgrades for AGL and Origin. And in Questions of the Week we respond to a reader’s query about when to start their pension.
I’ve got my hands full today at our annual Investor Strategy Day in Sydney, but if you’re in Melbourne or Brisbane you might still be able to get tickets here.
Sincerely,
Peter Switzer