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In the Report today, Tony Featherstone shines the spotlight on Ansell. Once known for its sexual wellness (condoms) division, Ansell’s sole focus now is gloves and other protective equipment in the healthcare and industrial sectors, where the gloves and other gear are going on! You can read Tony’s article here.
Now for something entirely different. Alarming headlines about a per capita recession surfaced last week but respected economist Michael Knox from Morgans explains that the economy is better than expected and why the GDP number can’t be trusted. Michael is a smart guy and sometimes doesn’t know what normal people find easy to digest. But as you’re an investor and can be affected by what you read is happening to the Aussie and global economies, I’ll try and bring his sophisticated analysis down a peg or two so it’s more digestible.
Also today, Equity Analyst Julia Lee from Bell Direct says why Newcrest Mining (NCM) gets her thumbs up, while she gives Sydney Airports (SYD) her thumbs down.
And in Buy, Hold, Sell – What the Brokers Say, three stockbrokers have upgraded St Barbara, while Wesfarmers is among the four companies downgraded so far this week.
Finally, in Questions of the Week, Paul Rickard & Graeme Colley answers readers queries about the Aussie dollar, the definition of a superannuation “spouse”, “averaging down” and Resmed.
There is just over one month to go until the first Switzer Investor Strategy Day for 2019. As a valued subscriber, I’d like to invite you and a friend to attend. Click on the event you would like to attend below to claim your complimentary tickets:
Talk to you Saturday!
Sincerely,
Peter Switzer