Rail freight business AZJ fell with the market in June losing its protection as a defensive play which helped it through most of 2022, the stocks reasonably priced trading on 14x for 2022 but its projected yield above 6% over the next 12-months is arguably the most eye-catching of its financials – its forecast to pay an 11c part franked dividend in August. The company has been a stable yield play through good and bad times and under $4 it’s looking good from a risk/reward perspective.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Friday 30th May – Dow up +117pts, SPI down -17pts
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Gerrish: The correction is done, we’re positioning for what comes next
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MM likes AZJ into current weakness
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