Livewire has acquired Market Index, the country’s leader in free stock market data.
Find out why.

Yield and Growth outside the Blue Chips

Livewire Exclusive

Livewire Markets

Yield and Growth outside the Blue Chips. Alex Leyland from Leyland Private Asset Management says weak confidence has resulted in investors herding into a small number companies offering defensive earnings streams. The result is that prices are now starting to look stretched and investor portfolios are heavily exposed to just a few sectors. Leyland believes this has seen some smaller, high quality companies being overlooked despite track records of delivering good earnings growth and attractive dividends. FlexiGroup is on about 10x earnings and is yielding close to 5.6% fully franked - which is about the same as the Banks. Leyland says FlexiGroup has a long history of delivering double digit earnings growth and has potential to lift the current dividend payout ratio. Watch the interview:

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.