Q. I have just started to subscribe to the Switzer Super Report and I am looking for a more up-to-date view on stocks you would buy today – six stocks for dividend and six stocks for growth?
A. Thanks for the question. I trust you are enjoying the Switzer Super Report.
We published both income and growth oriented portfolios in early January – and while the market has rallied strongly, they remain by and large our recommendations. You can read about their latest performance here.
I am reluctant to identify “six” stocks in either category, because I don’t think six stocks provide sufficient diversification.
With these caveats, on the income side, I would be considering the banks (NAB, Westpac and to a lesser extent, CBA), with Telstra, and for sector diversification, AGL and UGL.
For growth, the materials sector (BHP and RIO – although I am very out of step with the market on this), at lower prices in the health sector (CSL and Ramsay), and Woodside and Santos.
I hope this is the information you were after.
Important:This content has been prepared without taking account of the objectives, financial situation or needs of any particular individual. It does not constitute formal advice. Consider the appropriateness of the information in regards to your circumstances
Also in the Switzer Super Report
- JP Goldman: Shop till you drop – David Jones, Ten, News set for a rebound?
- Roger Montgomery: Great expectations: Kloppers versus Buffett
- Jelena Stevanovic: Fundie’s favourite – Platypus Asset Management on Acrux
- Geoff Wilson: How long will the bull run?
- Penny Pryor: Time to buy a house – investors jump in
- Tony Negline: Trauma or disability insurance – act before July 2014