Dear %%first_name%%,
Yesterday we completed our Switzer Investor Strategy Days in Sydney, Melbourne and Brisbane. All up we had 2,000 people attend these events and I know many of you were there. Thank you for attending and I’m sure you found the day beneficial. If you weren’t able to make it, we will be posting the presentations on www.switzer.com.au from tomorrow.
Following on from his Microsoft (MSFT) result note last week, in his article today, Charlie Aitken delves further into the digitisation trend, and explore further why he believe MSFT is so well positioned to benefit from this mega trend.
Meanwhile, Tony Featherstone says he follow demergers closely because often after a tough first year, they have a habit of outperforming as standalone companies – think South 32’s demerger from BHP. Tony says that has also been true of packaging company Orora and in his article today he outlines his reasons why he thinks it’s a buy.
In Buy, Sell, Hold, – What the Brokers Say, stockbrokers have issued downgrades for 10 companies so far this week, with Resmed (RMD) and Platinum Asset Management (PTM) the only upgrades.
And finally, in Questions of the Week, Paul Rickard and Graeme Colley answer your questions about assets that an SMSF can invest in; franking credits and industry super funds; transferring shares to an SMSF and another case of “bank bastardry”.
Enjoy the read and your week! Talk to you Saturday.
Sincerely,
Peter Switzer