Dear %%first_name%%,
It was a little bit of a surprise, but overnight the Fed chairman Ben Bernanke decided not to ease the easing program, that means the tapering caper hasn’t started yet. If you know me, you know I’m not too bothered about the easing of the Fed’s buying up bonds anyway, as when it does happen, it will be because the Fed thinks the economy is strong enough to handle it. But in the meantime, our market, along with most others, has had a boost today.
But as all good Switzer Super Report subscribers know, there are always opportunities if you know where to look, and today to help you out with those decisions we have Charlie Aitken talking about “nation builders” like Leighton and Lend Lease. Ron Bewley finds some surprises in the listed property sector and Geoff Wilson explains why property business Villa World could be a good investment.
Our fundie’s favourite by Ben Griffiths of small cap fund manager Eley Griffiths, is an interesting little New Zealand near-monopoly – Auckland International Airport – and in Buy, Sell, Hold – what the brokers say, three of the big banks get an overhaul.
Also today, we have Tony Negline answering a tricky question around whether or not you can pay yourself an in-specie payment from your SMSF (such as transferring out an investment property) and Paul Rickard offering some suggestions around ETFs and healthcare stocks.
Sincerely,
Peter Switzer