One stock we are watching that might surprise some readers is MFG, a recent sell from the MM Growth Portfolio at $48.95 but it all comes down to entry level. The stock is currently trading on an estimated 12-months yield of ~5% which is likely to be 75% franked. Back towards the $40 area both the risk / reward towards capital preservation and yield will become very compelling.
MM likes MFG ~10% lower
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