Dear %%first_name%%,
Charlie Aitken is going to challenge your thinking in his article today. Charlie says he simply wants you to consider why you have no exposure to global companies in global dollars and why you aren’t considering global equities in this correction. He presents a strong argument and a good read.
At our Switzer Small and Micro-Cap Investor Day in Sydney last Tuesday, I asked our long-term contributor, Tony Featherstone, if it was time to buy shares after these Coronavirus-related falls. Tony repeats his answer in more detail in his article today — long-term investors need to capitalise on bouts of elevated market volatility, such as now, and he gives examples of shares he thinks are good buys.
And in Buy, Sell, Hold — What the Brokers Say, Rudi Filapek-Vandyck says there have been 15 upgrades for ASX-listed companies compared to 4 downgrades this week, so far, from the seven stockbrokers monitored by FNArena.
And finally, in Questions of the Week, Paul (Rickard) answers readers queries about whether it is too late to get out of CBA’s dividend re-investment plan, which stocks to buy for the recovery and which bank to buy.
The Switzer Investor Strategy Day is still going ahead in Sydney next week before heading to Melbourne and Brisbane the following week. Get your complimentary tickets below while they’re still available:
Talk to you Saturday.
Sincerely,
Peter Switzer