Dear %%first_name%%,

At the end of April, our growth-oriented and income portfolios are still outperforming their benchmarks – by 1.5% and 4.6% respectively for the year to date – and that’s despite an allocation to the poorly-performing materials sector in our growth picks.

Today Paul Rickard outlines a successful first four months for our two model portfolios. If you’re looking for some investment ideas, we think these portfolios offer good insights. But don’t just take our word for it, one of our happy subscribers just spent a month in Majorca on the proceeds of their investment choices based on Switzer Super Report ideas.

Also in today’s Switzer Super Report, James Dunn takes a look at agricultural stocks in light of the expected acquisition of Graincorp – Webster (WBA) and Tandou (TAN) get special mentions – and Defence Housing Australia explains its investment proposition.

Gavin Madson examines the latest default report from Standard and Poor’s, Five Oceans Asset Management details why they love Sirona Dental Systems in Fundie’s favourite and Ron Bewley breaks down the best sectors for yield.

Tony Negline also answers a reader’s question on borrowing to buy shares in your SMSF.



Sincerely,

Peter Switzer

I spoke to regular Switzer Super Report commentator James Dunn about the prospects for online employment company Seek.com.au on Super TV. Find out his thoughts here.