Dear %%first_name%%,
It’s reporting season in the US and today Charlie Aitken shares his outlook for the rally there and why companies really have to deliver if the US rally is to be sustained. Did you know that just six stocks – Amazon, Netflix, Microsoft, Apple, Alphabet (Google) and Facebook – contributed 98% of the S&P500 gains so far this year? It certainly makes you think.
Also in the Report, Tony Featherstone reviews the Switzer Report takeover portfolio and adds a new REIT, while our Professional’s Pick is the juggernaut Netflix. In Buy, Sell, Hold – what the brokers say, Bank of Queensland and Integral Diagnostics get upgrades, and our Question of the Week has some suggestions around diversification.
Sincerely,
Peter Switzer
The beginning of the new financial year – what to buy and what to sell
Our latest webinar featuring Peter Switzer, Paul Rickard and Mark Christensen from Pengana Capital Group.