Dear %%first_name%%,
It’s only a couple of days until Donald Trump’s inauguration, but while most headlines are concentrating on the “Trump trade”, there’s also opportunity in China. In today’s note, Charlie Aitken explains why this is the case, and why it could be good news for Treasury Wine Estates.
Also in the Switzer Super Report, Paul Rickard reveals our growth-oriented stock portfolio for 2017. A miner and a telco have been added. And is it time to buy small caps? Tony Featherstone reveals four small caps that stand out at current prices.
Manny Pohl from ECP Asset Management chose Domino’s as this week’s Professional’s Pick. Find out why! In Buy, Sell, Hold – what the brokers say, Regis Resources and Woodside Petroleum were in the good books, while Western Areas was in the not-so-good books. And in Questions of the Week, Paul Rickard answers reader queries about getting exposure to global stocks and the Santos Capital Raising.
Sincerely,
Peter Switzer