Dear %%first_name%%,
Things might look a little negative with sluggish consumer confidence and volatile markets but, as Charlie Aitken points out today, that’s no reason to give up on good value stocks.
He still thinks there are opportunities to be made in discretionary retailers – the good ones of course like Wesfarmers – not the bad old school ones like Myer.
Also in the Switzer Super Report today, we have Tony Featherstone’s ‘Takeover Talk’, he’s added Australian Agricultural Company and Monash IVF to the list. Geoff Wilson names some companies leveraged to the US dollar that he likes – CSL and Ansell are just two – and Ron Bewley talks about why it’s important to have the courage of your convictions when it comes to investing.
And finally in our last My SMSF article, we had one subscriber complain that we didn’t give enough detail. So we challenged him to answer the same questions! Subscriber X might still be anonymous, but today he shares a lot of useful tips from his 15 years as a trustee.
Questions of the Week examines retail property trusts and share issues, and in Buy, Sell, Hold – what the brokers say Bluescope Steel and Treasury Wine Estates get upgrades.
Sincerely,
Peter Switzer