GOZ was the sectors 3rd best performer yesterday gaining +2.5%, this real estate investment trust focuses on industrial and office properties within its over $4bn portfolio. The stocks more than 5% unfranked yield is clearly attractive in todays environment while real estate markets remain buoyant. Similar to URW we see around 10% upside from current levels.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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MM likes GOZ for a test of $4
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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