Switzer Super Report

Dear %%first_name%%,

It’s been an interesting week on the local market. During times like these, it should come as no surprise that there’s a diversity of views on what’s going to happen next.

Today, Charlie’s again talking about what’s going to happen to the banks when the carry trade unwinds and the US dollar rises. He’s underweight and doesn’t like what he sees but I’d just like to stress here – again – that I’m not selling my bank shares. I’m not adding to them at the moment, but if CBA slips under $70, I might.

At the Switzer Super Report, we think it’s really important to share a diversity of views with our readers, which is why we have Charlie. He’s very perceptive and experienced. His advice, however, doesn’t necessarily suit all kinds of investors, though I’d rather invest knowing his thoughts than not knowing them!

We also think it’s really important to give you information you can use and today we have Tony Featherstone explaining three of the things he looks for when buying blue chips. Next week, he’ll reveal the other four.

Scott Shuttleworth from Montgomery Investment Management investigates Costco in the US and Tony Negline takes a look at the tax implications of investing offshore. In Buy, Sell, Hold – what the brokers say, Fortescue and Whitehaven get upgrades, and in our Questions of the Week, we examine transition to retirement pensions (TTRs) and the outlook for floating rate notes (FRNs).

If you have more questions you want answered, you can also sign up for our next webinar on Friday, October 3 at 12.30pm.

Sincerely,

Peter Switzer

Do you know what the difference between an exchange-traded fund and a listed investment company is? Or when to buy one over the other? Watch my video with Paul here to find out.