Dear %%first_name%%,
The local market might be a bit depressed lately but that doesn’t mean the savvy investor won’t find value. Today Charlie Aitken gives his version of what’s going on. He’s more concerned by the falls in commodity prices than the ‘housing bubble’, which he says is just a sideshow and he upgrades, again, his view on Telstra.
Also in the Switzer Super Report today, we have a great Fundie’s Favourite from Platypus Asset Management’s Jelena Stevanovic on Ramsay Healthcare, Barrie Dunstan weighs into The great income debate and Roger Montgomery explains why it’s hard to find alpha.
In Buy, Sell, Hold – what the brokers say, Pacific Brands gets an upgrade and a downgrade as iiNet also gets a downgrade, and in Questions of the Week, we answer queries about the global healthcare sector and regional banks.
Sincerely,
Peter Switzer