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McMillan Shakespeare Ltd (MMS)

Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.

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Question asked

McMillan Shakespeare Ltd (MMS)

Hi Team, You recently gave us a positive recommendation on SIQ. I would appreciate it if you could share your thoughts on MMS as well. Which option do you prefer if I am looking for both yield and growth. Thank you, Michael

Answer

Hi Michael,

Please excuse the brief reply but the question came in after midday AEST.

As you say we did like SIQ when we discussed it earlier this month, so much so we bought it for our Active Income Portfolio.

  • We  also like fellow salary packaging business MMS believing its good value ~$15.50, supported by a strong yield of ~9%.

Overall we think both SIQ and MMS have turned the corner, though our preference is for SIQ as we know the company better.

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McMillian Shakespeare Ltd (MMS)
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