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Six reasons we like CSL

Pengana Capital

As with all of our investments we are looking for a company with a current sustainable after tax cash earnings yield of 6 – 8% p.a. with strong growth for the medium term. CSL sits at 6% and is growing at 10%+. Six reasons we like CSL Limited include the... Show More

Amazon vs. Dollar General

Pengana Capital

The assumption that Amazon would sweep away all retailers that stand before it resulted in many US retailers being sold down. This hysteria created some interesting opportunities in the retail segment, one of which is Dollar General. Show More