Dear %%first_name%%,
“Team Australian is worth backing. We beat the virus, now we reap the rewards.” In a very rare move that he hasn’t made in years (I needed a cold shower after I read this!), Charlie Aitken encourages you to consider some more DOMESTIC cyclical exposure in your portfolios. Read all about it in his article today!
Volatile markets are buying opportunities for active investors. You all know my mantra: “buy quality companies when the market is down and buy for the long term.” Tony Featherstone agrees and in his article today highlights the standout stocks he thinks dominate the tech, banking, tollroad, mining and fast-food sectors.
And in Buy, Hold, Sell – What the Brokers Say, there have been 9 upgrades and 10 downgrades from the seven stockbrokers monitored by FNArena so far this week.
In Questions of the Week, Paul Rickard answers your questions: Do I need to be a sophisticated investor to invest in bank hybrids?; Telstra: do I hang on?; What is the maximum holding in any one stock?; And with a segregated SMSF, should I do a pension re-set each 30 June?
My book Join the Rich Club is ON SALE now until June 30! Grab your copy of Join the Rich Club for 30% off HERE.
And in case you missed Boom! Doom! Zoom! today, you can watch this week’s episode here. This is our new weekly livestream service on Zoom where we answer your questions about the specific stocks you want to know more about. Make sure you bring your questions every Thursday at 12pm to this same Zoom link each week.
Talk to you Saturday!
Sincerely,
Peter Switzer