Dear %%first_name%%,
The Australian ASX/S&P 200 continues to bump around just under the 5100 mark and while it isn’t immediately following the Dow Jones to new heights, I still know we are in the midst of a rally and investors shouldn’t get cold feet just yet, if ever.
Today, Geoff Wilson of Wilson Asset Management agrees with me, and explains why the odds are in favour of earnings supporting the run-up in stocks.
A CEO’s attitude and opinion of their performance can tell investors a lot about a company. As can the market’s opinion of whether a CEO is worth a large payout. Today Roger Montgomery looks at two of our favourite ‘gurus’ – Warren Buffett and Marius Kloppers.
In our new ‘Fundie’s favourite’ article, analyst at Platypus Asset Management Jelena Stevanovic, tells us what’s so wonderful about biotech company Acrux and in our question of the week Paul Rickard suggests that BHP and RIO are worth considering for growth.
Also in the Switzer Super Report today, JP Goldman delves down into the retail sector and suggests that un-loved companies, like David Jones and Ten Holdings, might be in for a rise. Tony Negline explains some insurance issues your fund might face next year and Penny Pryor takes a quick look at some encouraging numbers around the property market.
Sincerely,
Peter Switzer
On Switzer TV this week David Anderson from Mercer spoke with James Daggar-Nickson on how the Australian superannuation system stacks up internationally.