GARY - Growth At Reasonable Yield | Bad boys are back - buy ORI and RIO | Yield thematic is expected to continue into 2015Q3 with Budget uncertainties driving...

Mathan Somasundaram

Deep Data Analytics

GARY - Growth At Reasonable Yield | Bad boys are back - buy ORI and RIO | Yield thematic is expected to continue into 2015Q3 with Budget uncertainties driving down local cyclicals, subdued global growth outlook and Central Banks maintaining low rates for longer. Recent optimism in Iron Ore, potential China stimulus to improve consumer spending and falling currency are positive for Resource sector. GARY (Growth At Reasonable Yield) screen allows us to pick stocks with good yield, good growth and cheap value multiples compared to the overall historical market trend. Resources and related Services carry higher risk due to global growth worries. GARY Industrial picks are: small cap (AHE, NEC, HIL and FXL), micro cap (CMG and HFA). GARY Resource and related picks are: large cap (ORI and RIO), small cap (MRM). (VIEW LINK)


Mathan Somasundaram
Founder & CEO
Deep Data Analytics

Over 25 years’ experience in the finance/tech industry. Mathan has worked extensively in all parts of the finance sector (i.e. County NatWest, Citi, LIM, Southern Cross, Bell Potter, Baillieu Holst and Blue Ocean Equities). Currently Founder and...

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