Dear %%first_name%%,
Charlie Aitken’s article is a good read today. He poses a tough question to long-term investors who have disproportionately benefited from the wide divergence in returns over the past few weeks: should I sell out and rotate to out of favour sectors or stocks? Charlie says it’s a high-class problem to have, and one that he believes should be approached rationally.
For a variety of reasons, America’s economy is going gangbusters, while China’s short term economic prospects are dimming. In his article today, Percy Allan answers the question: Who will drive the stock market in 2020 – the US or China?
In his article today, Tony Featherstone says he expects private-equity interest in A-REITs to grow this year and gives an overview of the two key convenience retail REITs he believes are worth a long-term look for income-seeking investors.
And in Buy, Sell, Hold — What the Brokers Say, FNArena says that stockbrokers have issued 9 downgrades and 5 upgrades for ASX-listed stocks so far this week.
Finally, in Questions of the Week, Paul (Rickard) answers readers queries about whether the TPG merger with Vodafone be good for Telstra; Index put options – how they work; and whether CBA is a sell?
As a valued subscriber, we would like to invite to join us at our upcoming events. Click on the event you would like to attend below to claim your complimentary tickets:
Switzer Small & Micro Cap Investor Day:
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And be sure to visit and subscribe to our YouTube channel, where this week we discussed JB Hi-FI and some surprise stocks worth investing in. Click here to watch the latest episode.
Talk to you Saturday.
Sincerely,
Peter Switzer