GARY - Growth At Reasonable Yield | Delivering outperformance through balance
We maintain a bullish long term view on the Australian equity market to reach 6500 in 2016 due to the sustainable high dividend yield outlook in a low growth and low interest rate environment. We continue to back quality companies with better growth and dividend yield outlook than bond yield over the next 12-18mths. 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: mid cap (CSR), small cap (GEM, CWP, GDI, FXL and VLW), micro cap (AVJ and MYS). GARY Resource and related picks are: small cap (PRG). (VIEW LINK)
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...