GARY - Growth At Reasonable Yield | RFG, FXL, CCP and LLC are the standouts
We maintain our bullish long term view while the US interest rate cycle will deliver short term volatility. A recovering global macro, low interest rate environment, falling currency, lower commodity prices, potential stimulus from Europe/China/Japan and domestic rate cuts with weaker economy will help drive domestic equity markets higher. As market optimism and risk appetite grows, we expect investors to diversify and add growth into a yield dominated investment portfolio. We continue to see better growth and yield to value aspect from small caps over large caps. GARY offers the best way to add growth with yield protection. 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 Service stocks carry higher risk due to global growth worries while Property related stocks carry the bubble risk. GARY Industrial picks are: large cap (LLC), small cap (CWP, RFG, FXL, GDI, CCP and AJA), micro cap (TGP and MYS). GARY Resource and related picks are: small cap (RCR). (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...