Dear %%first_name%%,
Charlie Aitken thinks the current weakness in the US dollar is a clear opportunity for Australian investors to diversify a little by currency, geography, sector and stock. While no one is certain what comes next, Charlie says having no exposure to 98% of the equity world is not the way to generate the best risk adjusted returns.
Is it time to get back into the tourism stocks, like Webjet, ? While the industry is still risky, big casinos have strong gains for the long-term. Tony Featherstone outlines the travel stocks on his radar and why he’s betting on the casinos.
And in Buy, Hold, Sell – What the Brokers Say, the number of downgrades issued by the stockbrokers monitored by FNArena is more than double the number of upgrades so far this week, with 13 and 6 of each, respectively.
In Questions of the Week, Paul Rickard answers your questions about the TraCRs – are they a good way to invest in US shares?; Investing in cybersecurity through HACK?; Gold, Transurban and Sydney Airport – is now a good time?
The monthly Switzer Report webinar is scheduled for TOMORROW (Friday June 5 at 12.30pm). This month, I’ll be joined by Paul Rickard and Medallion Financial Group’s Managing Director, Michael Wayne, to discuss: What could the next wave of WAAAX stocks be? Will it be the ZEET stocks? Tune in to learn more about the ZEET stocks!
If you haven’t registered already, make sure to secure your spot by registering with the following link:
https://zoom.us/webinar/register/8915909674373/WN_CYArLEXjRt27oSqC6rbLXA
Also, our weekly Zoom meeting Boom! Doom! Zoom! is on today at 12pm via the same link each week. Paul and I are ready and waiting to answer all your shares questions about the stocks you want to know more about. Get your questions ready and see you soon!
Sincerely,
Peter Switzer