Dear %%first_name%%,
If you’re looking at dividend yield over capital growth…STOP. Portfolio construction and diversification is so important in this environment and dividends should be viewed as a bonus. This is why Charlie Aitken suggests a “new year, new investment strategy” attitude with 6 global stocks and 5 Aussie stocks that place diversification over dividends.
Tony Featherstone suggests one small-cap and one micro-cap to watch in the transport sector. Like all smaller companies, these ideas suit experienced long-term investors who are comfortable investing in this part of the market and have a longer-term (at least 3-5 years) horizon.
And in Buy, Hold, Sell – What the Brokers Say, there have been 7 upgrades and 5 downgrades from the 7 stockbrokers monitored by FNArena so far this week, as well as downgrades for 9 gold stocks.
In Questions of the Week, Paul Rickard answers your questions about: I am 65, can I now contribute to super?; Are there other super changes for the new financial year?; What is “confession season”?; And outdoor advertiser oOh!Media – is it oversold?
Join us for our monthly webinar tomorrow July 3 at 12.30pm, where Paul and I will be joined by financial journalist Tony Featherstone. Click here to register to join if you haven’t already.
We took a break from our regular Boom! Doom! Zoom! meeting today, but we’ll be back next week at the usual link.
Get your questions ready and see you tomorrow!
Sincerely,
Peter Switzer