Dear %%first_name%%,
Charlie Aitken is back from his European vacation with some great themes and ideas for investing. He’s definitely not in that school of thought that thinks we’re all going to hell in a hand basket. He couldn’t believe the MDA (mobile data addiction) he came across and is utterly convinced of the buying power of the Chinese consumer. He suggests a few companies – like Telstra, Apple and Google – to buy on these trends.
Also in the Switzer Super Report today, on the back of the Archibalds, art critic Tim Olsen takes a look at investing in art. In Buy, Sell, Hold – what the brokers say, Ramsay and Henderson get upgrades, and Roger Montgomery wonders if there is something fishy about Tassal.
In Short ‘n’ Sweet, we examine the trends you need to be long on – like financial services, and Tony Negline explains how an actuary can save you tax.
Our Questions of the Week examine that perennial issue on timing the market versus time in the market, and how to use PE as a measure of value.
Sincerely,
Peter Switzer
This week, Paul Rickard and I got together to talk about some key investment themes for 2014/15.