https://www.pefcapital.com.au/market-wrap-2-july-2018/

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We look at Sydney Airport (ASX:SYD) – a strong income stock – and its use as a bond proxy, and compare it to ASX:CSL – a strong growth stock. Sydney Airport should be some 15% higher than it currently is based on increasing dividend yield, so why isn’t it?

Harvey Norman (ASX:HVN) is under pressure, falling to a new low after Citi analysts reported it as most-exposed retailer to falling house prices. The population is still increasing, and this means more furniture and appliances. Is Harvey Norman ripe for buying?

Qantas (ASX:QAN) has been had a strong recover over the last 3 years. We consider the strengths and weakness of Qantas further and conclude that Qantas is unlikely to advance much higher in price in the mid-term.

PEF Capital strives to make an annual gross return of +36%. How is this possible? We discuss some of the techniques we use.

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Contacts 
Stephen Arulogun           Chief Investment Officer              +61 (0) 402 255 524[/vc_column_text][vc_video link=”https://www.youtube.com/watch?v=EMATb3JIYNI” align=”center”]