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Charlie Aitken spoke to the Switzer Super Report this week and laid down his take on a better than expected earnings season and his ongoing confidence in the market. He has his eyes on the big miners ..
Earnings results drove activity this week with an upgrade for ANZ, following some nice quarterly numbers. Cochlear’s results weren’t that great but it got marked up too.
The Commonwealth Bank will report this week and a good result will auger well for all banks. Could be a good time to get in.
It should come as no surprise that those companies catching the eye of our Switzer Super Report experts this week are those that are about to report, or have already. CBA, Telstra and energy companies..
The recent rout in emerging markets has created bargains, but is it too soon to increase portfolio exposure to these countries? We take a look.
Action was slow again this week, as the broker community prepares for reporting season. There were a few surprises with AMP, Westpac and Qantas upgraded.
As I crawled out of bed this morning (I’m on a fitness campaign and every bone in my body is aching, explaining why most of us are rationally unfit), I wanted to see the job numbers from the USA. Th..
A textbook trading correction has many investors scared, but there is no reason to be. Amidst this volatility, bank equities offer yields that are far in excess of the income on their deposits.
Chief investment officer of Equity Trustees, George Boubouras, explains why this company’s handle of costs and focus on future opportunities, means there is further upside for the share price.
This digital property advertising business has had a good half-year, and the market has priced it accordingly. There could still be opportunities - you just need to be aware of the risks
