Latest Commentary



Friday, 27 December 2013

Saturday, 21 December 2013

Thursday, 19 December 2013

Monday, 16 December 2013

Saturday, 14 December 2013

Thursday, 12 December 2013

Monday, 09 December 2013

Saturday, 07 December 2013

Thursday, 05 December 2013

Monday, 02 December 2013

Saturday, 30 November 2013

Thursday, 28 November 2013

Monday, 25 November 2013

Saturday, 23 November 2013

Thursday, 21 November 2013

Charlie Aitken, Switzer Super Report expert

QBE a buy on QE tapering

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It’s the question on everyone’s lips – when will QE start? It won’t be far away and there will definitely be stocks to benefit. Find out below why QBE is one of them.

Monday, 18 November 2013

Saturday, 16 November 2013

Thursday, 14 November 2013

Monday, 11 November 2013

Saturday, 09 November 2013

Thursday, 07 November 2013

Monday, 04 November 2013

Saturday, 02 November 2013

Thursday, 31 October 2013

Monday, 28 October 2013

Saturday, 26 October 2013

Thursday, 24 October 2013

Monday, 21 October 2013

Saturday, 19 October 2013

Thursday, 17 October 2013

QBE – cheap at half the price

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Just because a stock is unloved doesn’t mean it isn’t a good buy. In fact the trick to finding outperformance is finding these companies before anybody else does. Charlie explains why four laggards, and esp..

Monday, 14 October 2013

Saturday, 12 October 2013

Thursday, 10 October 2013

Come fly with me – a buy on Qantas

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The stars are aligning for Qantas, with bottom up fleet efficiency initiatives combining with an improving domestic economy. Charlie Aitken says Qantas is a “strong buy” under $1.50 – his target is $3.00.

Tuesday, 08 October 2013

Saturday, 05 October 2013

Thursday, 03 October 2013

Monday, 30 September 2013

Saturday, 28 September 2013

Thursday, 26 September 2013

Monday, 23 September 2013

Saturday, 21 September 2013

Friday, 20 September 2013

Thursday, 19 September 2013

Charlie Aitken, Switzer Super Report expert

Buy a nation builder

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Tony Abbott wants to become the “infrastructure” prime minister, which means its time to own companies like Leighton, Lend Lease, Downer EDI and Boral.

Monday, 16 September 2013

Saturday, 14 September 2013

Thursday, 12 September 2013

Charlie Aitken, Switzer Super Report expert

Back in Business

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A new government means the beginning of a new business confidence cycle with companies exposed to discretionary spending – travel and entertaining, marketing/advertising and telecommunications/IT – set to b..

Monday, 09 September 2013

Friday, 06 September 2013

Thursday, 05 September 2013

Monday, 02 September 2013

Thursday, 29 August 2013

Monday, 26 August 2013

Peter Switzer, Switzer Super Report expert

Be a realistic optimist

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It’s ok to be a glass half full kind of person, if you understand the risks. This week we take a look at when the tapering might ease, and why it’s such a big deal.

Thursday, 22 August 2013

Monday, 19 August 2013

Are we tapering over the cracks?

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There are plenty of pundits – including Treasurer wannabe Joe Hockey and investment guru Mark Carnegie – who think we might be headed for a fall, sooner rather than later. But is this really the case?

Thursday, 15 August 2013

Monday, 12 August 2013

The great market seesaw

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It’s that time of year again. The time of year that global markets take a holiday from reality, regardless of what else is going on. Here is what you can do about it.

Thursday, 08 August 2013

Monday, 05 August 2013

Thursday, 01 August 2013

Monday, 29 July 2013

Peter Switzer, Switzer Super Report expert

To fix or not to fix?

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It’s the age-old question, when is it time to lock in a low fixed rate, if ever? While most of the time you’re probably betting against a team of boffins at the bank, there are a few instances, like now, wh..

Thursday, 25 July 2013

Monday, 22 July 2013

Thursday, 18 July 2013

Monday, 15 July 2013

Thursday, 11 July 2013

Monday, 08 July 2013

Thursday, 04 July 2013

Short Bernanke, long QBE

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QBE overcame a major hurdle earlier this week when chief executive John Neal outlined an increasingly positive cost out story for the company. ‘Top down’ has just met ‘bottom up’.

Monday, 01 July 2013

Peter Switzer, Switzer Super Report expert

Banks, as safe as houses

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Sometimes, when it comes to your SMSF, you need to take a long-term view and focus on the income, just like you would when buying an investment property.

Thursday, 27 June 2013

About last night…

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As many of us woke up this morning with something resembling a hangover, the new Prime Minister Kevin Rudd is preparing for action. But does it mean anything at all for superannuation policy?

Monday, 24 June 2013

Thursday, 20 June 2013

Monday, 17 June 2013

Peter Switzer, Switzer Super Report expert

Time to go hunting

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Volatility is set to continue on the share market but don’t despair, it could be the perfect opportunity to get back in, if you’re prepared to look around for good value stocks.

Thursday, 13 June 2013

Domus proving a difficult deal

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A new IPO, the Domus US Multifamily Real Estate Fund does just what its name suggests – it’s a REIT formed to invest in multifamily residential real estate. But it’s proving to be a difficult deal. Here..

Tuesday, 11 June 2013

Thursday, 06 June 2013

Monday, 03 June 2013

What happens if the pros run away?

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A big dump on Wall Street on Friday could have been the pros selling, but whether or not they “go away” will depend on a rash of data out this week in the US. Wait for that data before buying in again.

Thursday, 30 May 2013

Monday, 27 May 2013

Peter Switzer, Switzer Super Report expert

Full scale stench or just BO?

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The market hasn’t had a good start to the week but is this the beginning of the end or the end of the beginning? Smart SMSF investors know that a market lull can also be a buying opportunity, if timed correct..

Thursday, 23 May 2013

Monday, 20 May 2013

Friday, 17 May 2013

How to invest in bonds

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Question: I should like to invest in Index Linked Bonds (ILB) and Indexed Annuity Bonds (IAB) but cannot find brokers who offer these instruments. Can you please advise where to purchase? Answer: Thanks for t..

Thursday, 16 May 2013

Monday, 13 May 2013

Peter Switzer, Switzer Super Report expert

Feathers in our cap

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We know that forecasting is a mug’s game, but we think we’re better than most when it comes to getting our calls right, and that means you shouldn’t have too much to worry about in tomorrow’s budget.

Thursday, 09 May 2013

Monday, 06 May 2013

Peter Switzer, Switzer Super Report expert

Is BHP a buy?

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Sentiment is mixed on the fate of the BHP share price, even between two of our experts Peter Switzer and Roger Montgomery. Here’s the case for a buy.

Thursday, 02 May 2013

Switzer portfolios up by 14.6% and 17.7%

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Our growth-oriented and income portfolios have had a good start to the year. For the first four months to April, they have outperformed the S&P/ASX 200 Accumulation Index by 1.5% and 4.6% respectively.

Monday, 29 April 2013

Peter Switzer, Switzer Super Report expert

I’m not afraid of the big bad May

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As we head into that month where everybody likes to sell and then go on vacation, it’s time to look at the factors driving the US market, and therefore ours, and decide whether or not it’s a good time to do..

Friday, 26 April 2013

Monday, 22 April 2013

Thursday, 18 April 2013

Sell in May and go away?

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Coming into May, it’s worth taking a look at one of the most talked about phenomena on markets. Is it true, or just an old wives’ tale?

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