Dear %%first_name%%,
In his article today, Charlie Aitken rightly says that until this trade war issue is solved, we need to be prepared for an extended period of equity market volatility. But in volatility there’s opportunity. Having a little extra cash gives you the ability to take advantage of volatility and potentially cheaper equity prices when they occur.
And Tony Featherstone says there are opportunities in fast-food stocks and explains why he prefers Macca’s and KFC. In his article today, Tony talks of changes in the food industry and while Macca’s, KFC, Domino’s and other fast-food brands aren’t immune to problems, their economies of scale, brand, menu and latent pricing power help them maintain growth in tough markets – and in some instances, take market share.
In Buy, Hold, Sell – What the Brokers Say, FNArena recorded 6 upgrades and 5 downgrades for ASX-listed stocks so far this week.
And in Questions of the Week, Paul Rickard, Graeme Colley and I answer readers’ queries about Macquarie’s share purchase plan, the inverted yield curve, Alumina, if you can have a negative transfer balance cap and whether you should accept a takeover offer.
It’s not too late to register for our webinar tomorrow. Join Paul and I for a discussion on how to position your portfolio with a US-China trade war at play.
And be sure to pick up a copy of my new book Join the Rich Club, now available for purchase from the Switzer Store.
Talk to you Saturday!
Sincerely,
Peter Switzer