BKW manufactures and sells bricks, pavers and floor tiles, products that clearly enjoy a strong property and construction environment. This has been a solid performer over the last 12-months with a break to fresh all-time highs feeling inevitable in the months ahead. We like BKW but it’s not in the cheap bucket although the forecast ~3% fully franked yield is clearly attractive.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Friday 9th May – Dow up +254pts, SPI up +3pts
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MM is bullish BKW.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Friday 9th May – Dow up +254pts, SPI up +3pts
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