Dear %%first_name%%,
We know you’re happy to have Charlie back and so are we! In his opinion, the best of Apple’s long-term outperformance is behind it, which he says is another clear reason why he sees US equities underperforming in 2019. Charlie believes that the bounce we’re seeing, driven by the Fed, may well be giving you a chance to reduce exposure.
US investment legend Warren Buffett once described airlines as the “worst kind of business” because they need high fixed investment and deliver low profit margins. But even he became bullish on the sector in 2017 and bought into three US airlines. Would you buy an airline stock? What about regional aviation? In today’s Report, Tony Featherstone says that while caution is advised as the high-flying Qantas stock loses some altitude, the long-term outlook for regional aviation (Alliance and REX) is favourable.
Our Professional Pick today, by Ryan Sohn, Equity Analyst at Perennial is Redbubble (ASX:RBL). Check out Ryan’s reasons why they like this stock. And in Buy, Hold, Sell – What the Brokers say, we have 5 upgrades and 11 downgrades.
In Questions of the Week, Paul Rickard answers readers’ queries about sourcing company data, AGL, Costa Group and bank dividends.
Talk to you Saturday!
Sincerely,
Peter Switzer