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Finding infrastructure exposure

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Finding infrastructure exposure

Hi again,

I have been enjoying the commentary and thoughts about where the market goes next. Perhaps I’m a little conservative and have missed the uranium and lithium “ boom “ but I’m old enough to recall the original Poseidon boom /bust (and did make some nice $$$ ). Anyway …..I’m interested to find some infrastructure exposure including income and have been looking at DOW (Downer) and MGH (Maas) the latter as a newbie / growth. Any current thoughts on these or alternate infrastructure exposure.

Many thanks

Shane B


Hi Shane,

I’ve also witnessed some booms and busts including the Tech Wreck back in 2000 which saw over 80% wiped off the related stocks in a matter of months, in many cases the same high flyers of today. A number of the Australian infrastructure stocks are in favour at the moment as they tend to offer steady and reliable quality income e.g. Transurban (TCL) and Sydney Airports (SYD) – we still hold the former in our MM Income Portfolio although we wouldn’t be chasing at current levels.

Of the 2 you mentioned DOW is our preference with ideal entry around the $6.35 area – at current levels the shares are forecast to yield a solid 3.8%. Martin Crabb who I chatted to in a video a few weeks ago – Click here – has DOW as his top pick in the ASX 100. The other infrastructure play we mentioned recently (and are looking at for our income portfolio) is APA Group (APA).

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Downer EDI (DOW)
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