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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:


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