Dear %%first_name%%,
The GDP numbers out yesterday sent a shiver down a few people’s spines but I’m hardly surprised. Joe, Treasurer Joe Hockey that is, has been harping on about how bad things are for ages, no wonder some out there started to believe him.
Growth is still solid, but there is no denying the oil price is having an impact too. Eventually we should see a lower local dollar and that’s good for companies with exposure to the US dollar. Today Charlie Aitken shares his view for 2015.
Also in the Switzer Super Report today, we’ve got two Fundie’s Favourites for you – on Transurban and Billabong – and our Short ‘n Sweet takes a look back at two fantastic little medical companies – CSL and Sirtex.
Brokers have been busy and Buy, Sell, Hold – what the brokers say finds that BHP, Origin and Oil Search have all been upgraded.
Tony Negline examines what you can and can’t do in a transition to retirement pension and in answers to our Questions of the Week, we help explain why the short position in a stock is important and when to buy listed investment companies.
And our last Switzer Super Report webinar for 2014 is tomorrow! Make sure you register here and send any questions to subscriber@switzer.com.au.
Sincerely,
Peter Switzer