Dear %%first_name%%,
Last week Charlie (Aitken) gave us a great run down on Nike. Recent earnings evidence from Nike, Estee Lauder and LVMH suggests that the world’s strongest consumer brands are actually taking market share and getting stronger and more profitable. And in his article today, Charlie takes us through the performance of LVMH – the world’s leading luxury goods manufacturer and retailer.
Nature abhors a vacuum — something always fill a void. Maybe the same goes with shopping centres. As space accumulates in shopping centres with the change in retail, some centres are becoming co-worker office spaces, as Tony Featherstone explains in his article today. Tony looks at two small-cap stocks playing this booming co-worker trend.
On Monday, James Dunn revealed 4 interesting candidates in the ASX-listed cyber-security world – but he called to say he meant to write about 5! So here’s that not-to-be-forgotten one for you today — the BetaShares Global Cybersecurity ETF, with the code HACK.
And in Buy, Hold, Sell – What the Brokers Say, there have been 10 downgrades and 6 upgrades so far this week from the stockbrokers monitored by FNArena.
Finally, in Questions of the Week, Paul Rickard answers readers’ queries about buying gold, the Commonwealth Bank and why depositors can’t get a better deal on interest rates.
If you haven’t already got your free tickets to the Switzer Income Conference & Masterclass next month, click below to secure your place:
Sincerely,
Peter Switzer