Dear %%first_name%%,
Charlie Aitken fundamentally believes interest rates are anchored at these historically low levels and has been opportunistically deploying capital in existing and new global investments at what he believes are attractive entry points with a clear margin of safety. Charlie says he’s also started to look for some ASX-listed high quality ideas and in his article today explains why he sees Goodman Group (GMG) as an excellent Australian example.
Trading conditions in the car industry have been brutal, with unbelievable deals pointing to auto-dealer desperation to sell cars. In his article today, Tony Featherstone says that looking ahead, consumers might start buying more cars again, as interest rates fall and the industry’s awful conditions abate. Tony reveals the reasons why he likes Carsales.com (CAR) and Bapcor (BAP).
Meanwhile in our “HOT” stocks today, Julia Lee, portfolio manager at Burman Invest, explains why Perenti (ASL) is on her like list but Adelaide Brighton (ABC) isn’t.
And in Buy, Hold, Sell – What the Brokers Say, FNArena has registered 3 upgrades and 3 downgrades from stockbrokers so far this week.
In Questions of the Week, Paul Rickard answers readers’ queries about what share price you use to measure a dividend yield; Bellamy’s and A2 Milk and the Bellamy’s class action.
Tickets for our next conference, the Switzer Income Conference in Sydney, Melbourne and Brisbane, are now available. Click on the event you would like to attend below:
Our next webinar is just over two weeks away, so click here to register and submit your questions.
Visit our YouTube channel to view our two Switzer TV shows on investing and property.
And pick up a copy of my book Join the Rich Club from the Switzer Store today.
Talk to you Saturday!
Sincerely,
Peter Switzer