GARY - Growth At Reasonable Yield | RBA becomes GARY's new best mate | We maintain a bullish long term view on the Australian equity market from May 2013,...

GARY - Growth At Reasonable Yield | RBA becomes GARY's new best mate | We maintain a bullish long term view on the Australian equity market from May 2013, while pushing back our timeline to 6500 from 2015 to 2016 after earlier than expected decline in commodities, currency, consumer sentiment and government policies that did not favour growth. The recent RBA move has made equities the preferred risk/return option for investors wanting more than 3% return in a rising cost and falling interest rate environment. 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 (NEC, AHE, HIL and FXL), micro cap (HFA and VLW). GARY Resource and related picks are: small cap (SFR and RCR). (VIEW LINK)