Dear %%first_name%%,
A few weeks back, I explained that 2013 would be the year for stocks. Despite my optimism this year, there are some concerns out there, including the fact it’s the Year of the Snake! In today’s note I look at the potential threats and evaluate how scary they are.
Also in the Switzer Super Report, Roger Montgomery examines the network effect and JP Goldman takes a look at the outlook for China – it may not be so bad after all. James Dunn examines the best coal plays and Geoff Wilson explains the yield chase. Plus, our question of the week describes the difference between our growth and income portfolios.
Sincerely,
Peter Switzer
Earlier this week on my Sky News Business Channel Switzer program I spoke to Tim Samway of Hyperion Asset Management. Their small companies fund delivered over 50% for the 12 months to end January.