Dear %%first_name%%,

Markets started this morning with a bang, after an increase in the iron ore price overnight. Nothing like a bit of commodity gusto to get the heart pumping. I think there are plenty of other factors supporting our market but I’m a glass half full kind of guy.

So is Charlie Aitken, who today is reminding us of his call for an East Coast property boom last year. That recovery in property is now filtering through to consumer discretionary and Charlie is a big fan of JB Hi-Fi. He’s also calling a boom for the entire sector!

Also in the Switzer Super Report today, we’ve got James Dunn on mining service companies that are starting to show value – like Macmahon and Maca – and Ron Bewley writes about the importance of understanding what you need when it comes to constructing your portfolio.

In Buy, Sell, Hold – what the brokers say, Westfield Group gets an upgrade and Leightons a downgrade. Tony Negline explains what you can do if you slip up with your SMSF and Penny Pryor talks to an art expert for a view on that market.



Sincerely,

Peter Switzer

Paul Rickard and I got together for a bit of a chat and wrap-up of earnings season earlier this week. Watch our Super TV to find out what we make of it all.