SHIELD (Sustainable High Yield) - It is the only game in town - Australian sustainable high dividend yield will attract global interest with falling currency...

SHIELD (Sustainable High Yield) - It is the only game in town - Australian sustainable high dividend yield will attract global interest with falling currency in a low growth and low interest rate global environment. Similar to 1996 budget, 2014 budget favours corporates in the long run and be positive for the equity markets. SHIELD Top 20 picks are: large cap - CBA, WBC, NAB, ANZ, MQG and ASX; small cap - CSV, ALU, UXC, SXL, PTM, RKN, SGN, BKN, TRG, MRM, API, GUD and IFL; and micro cap - IFM. (VIEW LINK)