Dear %%first_name%%,
As Star Wars: The Rise of Skywalker premieres in Australia today, Charlie Aitken’s article focuses on the business story of Walt Disney, heralded to be the most famous business in the world. Charlie explains the reasons why he believes this giant is an outstanding business, composed of high-quality, differentiated and difficult-to-replicate assets. But he also gives four things that could go wrong. Charlie’s story is a long but enlightening tale.
Sometimes it makes sense to take some profits when the stars are shining. In his article today, Tony Featherstone zeros in on three stocks to consider taking full or partial profits on in 2020.
And in Buy, Sell, Hold, What the Brokers Say, stockbrokers have issues 10 downgrades and 8 upgrades for ASX-listed stocks so far this week, including three downgrades for Smartgroup.
Finally in Questions of the Week, Paul (Rickard) answers readers queries about whether to hang on to Boral; The Centuria Metropolitan share purchase plan; the cost base for Coles shares; and why a property securities ETF is so volatile.
There are only a few days left in our Join the Rich Club Christmas sale, so pick up your copy today.
Talk to you this Saturday for our final newsletter of the year. We’ll be taking a break from the regular newsletter schedule until January 13th, but until then I’ll be back in the new year with Switzer on Saturday on January 4th and January 11th.
Sincerely,
Peter Switzer