What’s my favourite sector going forward?

Nicholas Forsyth

Market Matters

Last night, US stocks had their largest fall in three weeks as strong economic data increased belief that the Fed will commence raising rates in 2015. I remain convinced that the US stock market will fall ~15% in 2015, note last night’s pullback does not represent a “blip” on the Bull market rally we have witnessed since early 2009. With the US clearly close to pushing the button on raising rates and Australia still holding an easing bias, the recent depreciation of the $A is hardly surprising. Technically I think the $A will eventually fall well under 70c, significantly aiding companies with $US earnings. The pursuit of companies with $US earnings is a mature trend of the last few years but one I believe still has a lot further to go. For the three stocks that I like with $US earnings and full report: (VIEW LINK)


3 stocks mentioned

Nicholas Forsyth
Nicholas Forsyth
Director
Market Matters

Market Matters is an online investment and share trading advisory service designed for those that want to take their wealth further. We specialise in advice for active share market investors, including those new to the markets or those with a Self...

Expertise

No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment