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.
Follow PEF Capital on Twitter: http://www.twitter.com/pefcapital
Follow PEF Capital on LinkedIn: https://www.linkedin.com/company/pefcapital/
Like PEF Capital on Facebook: https://www.facebook.com/PEFCapital/
Stephen Arulogun Chief Investment Officer +61 (0) 402 255 524