Nigel Littlewood & Jackson Lee

Every boom's just a matter of when. The boom in yield stocks, that appear to posses safe earnings, has been significant. Sydney Airports has been distributing more than its cash earnings (after maintenance capex) for more than a decade. The stock appears to be priced for a perfect future. How long can this go on? Have investors stopped trying to understand the risks? Full article. (VIEW LINK)


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James Marlay

worth a read...

Medium kk photo cropped  sep 2015

Kent Kwan

Excellent insights

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