Dear %%first_name%%,
We’re still in the midst of earnings season, but you’d have to be living under a rock not to know that, or paying too much attention to that other race that’s going on. Today, Charlie Aitken explains why NAB and Suncorp are two financials that he is very much enamoured with.
Although often the first to call what are often unpopular positions, Charlie is proving that it was worth waiting for these companies to get their act together and divest of non-core activities.
Also in today’s Switzer Super Report, Paul Rickard takes a look at the ASIC “crackdown” and Barrie Dunstan explains the importance of sticking to a strategy in tough times.
Ron Bewley’s review of the health sector looks at the darlings there, but his favourite is still Cochlear, read below to find out why.
Tony Negline examines which financial advice fees are tax deductible, and our Questions of the Week look at pension payments and Liberal policy. Not that we have a crystal ball of course, we just do our best to forecast what might happen under a different government.
Sincerely,
Peter Switzer