Dear %%first_name%%,
Today we have three stocks for your portfolio with a bit of a growth theme – Crown, which is our fundie’s favourite, an analysis of Slater & Gordon from Roger Montgomery, and Charlie’s forecasts for Telstra.
Barrie Dunstan isn’t the only one who thinks the telecom’s future is very bright, Charlie has been reading body language from management, which he thinks is pretty upbeat. And Platypus Asset Management is very optimistic about the future of Crown. I should also point out that so are we. Crown has been in our Switzer Growth Oriented Portfolio all year!
Also in the Switzer Super Report today, we have Tony Negline talking about the differences between SMSFs and SAFs and some of the costs involved. Buy, Sell, Hold – what the brokers say has downgrades for Bradken, Lend Lease and Mirvac and Gavin Madson explains what’s going on with the yield curve and the outlook for interest rates.
Our Question of the Week explains the tricky issue of when you can withdraw and re-contribute to your super fund.
Sincerely,
Peter Switzer