GARY - Growth At Reasonable Yield | Swimming against the tide - GARY picks BHP in G10 | GARY (Growth At Reasonable Yield) screen allows us to pick stocks with...
GARY - Growth At Reasonable Yield | Swimming against the tide - GARY picks BHP in G10 | 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 (HIL, IDR, AHE, FXL and CCV), micro cap (HFA). GARY Resource and related picks are: large cap (BHP), small cap (MRM and RCR). The performance of the GARY Top 10 (G10) picks shows that Industrial ideas have consistently outperformed since May 2012 while Resources and related companies remain volatile. (VIEW LINK)
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