Dear %%first_name%%,
After the big rise of last week, we’ve seen a lot of range trading this week, and as Charlie Aitken says today, this volatility will probably continue for the remainder of 2015. In these kinds of times, a good response is to concentrate portfolios in high quality and certainty.
Charlie has always been a big advocate of the better opportunities offshore, but you don’t always have to buy international stocks to find them. One company he likes because of its global diversification, and which may be on its way to $100, is Macquarie.
Also in the Switzer Super Report today, Tony Featherstone explains why you can often find better value in IPOs after the fact, and lists three that are doing well. In Buy, Sell, Hold – what the brokers say, Premier Investments and Suncorp were upgraded, and Short n’ Sweet takes a look at key person risk.
Questions of the Week responds to queries about Santos and the LPG sector, and Tony Negline uses two recent court cases to explain why you shouldn’t use your SMSF as an ATM.
Sincerely,
Peter Switzer