Buy Hold Sell: 5 stocks with sustainable yield
High dividends often steal the limelight, but as holders of Telstra have recently learned, a sustainable dividend is every bit as important. This week’s Buy Hold Sell features Vince Pezzullo from Perpetual and Matthew Haupt from Wilson Asset Management.
Key points:
- Caltex has an earnings hole to plug following the loss of contract with Woolworths
- Our panelists have a difference of opinion on Ramsay Healthcare; is it time to join the shorters and sell, or hold on in the hopes of a squeeze?
- Macquarie’s asset management offers more stable earnings than investment banking, but can it hold on through the cycle?
- Our panelists each share their top ideas for sustainable yield.
Buy Hold Sell is a weekly video series exclusively available through Livewire. In each episode two fund managers are asked for their views 'Buy, Hold or Sell' on five ASX listed companies. The format is meant to be short, sharp, insightful and...