Aitken: Capital gains to be made but not in income stocks

Livewire Equities

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Aitken: Capital gains to be made but not in income stocks. This week alone almost all Australians have lost 7% in the share market (in USD terms). I think at the moment it's more about what you should be selling. US Interest rates are going up. The USD is going up and to me anything in your portfolio that's masquerading as fixed interest but is really an equity is going to be found out as long bond yields rise. You can see it today: Banks down, Telstra down, REITs down and Infrastructure stocks down. Basic inverted bond leverage. To me there's capital gains to be made and the market has been so obsessed with income streams and dividend yield, it's forgotten about looking for capital growth in unloved areas. In this video Charlie discusses CBA, BOQ, BHP, FMG, QBE, ARI, QAN, MYR, WES, CWN & BCI: (VIEW LINK)


Livewire Equities
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