Author: james Carter
Stock
Macquarie (MQG) $118.71 as at 19/06/2018
Stock
South32 (S32) $3.80 as at 18/06/2018
Over the years at MM we have regarded the resources sector as a trading / short-term vehicle for 2 main reasons – the lack of yield and the lack of control over commodity prices which by definition dictates their underlying profitability. However, the yield side of the equation has made a total 360 degree turn with BHP yielding 3.7% and Alumina (AWC) 6.25% both fully franked, hence making the sector more attractive if we time our entry levels correctly i.e. we are buyers of weakness, not strength.
Stock
Primary Health Care (PRY) $3.50 as at 14/06/2018
Really bullish, there's more to go in the reflation rally
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