The integrated marketing and printing business has been a weak link in the Income Portfolio (as well as the Emerging Companies Portfolio), hurt particularly hard through Covid, however the stock more recently has been a quiet achiever rallying nearly 7 fold since March 2020. Importantly, the company did not have to raise equity capital at depressed levels and the share price is reaping the benefits now. The company trades on just 7x expected earnings, a likely yield in excess of 6% & has a share buy-back in place.
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Market Matters Weekly Video Update: James introduces a new Research Lead to the Market Matters Team
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Markets @ Midday – Friday 20th May – IGO Limited (IGO) & Woodside (WPL)
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Ausbiz: James Gerrish this morning talking his take on markets, with a focus on Bluescope (BSL), Qantas (QAN) & IGO
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Markets @ Midday – Wednesday 18th May – Eagers (APE), Boral (BLD) & Bluescope (BSL)
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MM remains bullish IGL
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