Equity Research

This is the main gateway for all the equity research that I will perform as part of managing my investment portfolio. I will be writing some form of equities research around mainly Australian listed companies (my home country) and U.S. listed equities. I have done research on U.S. listed equities because my current investment portfolio is composed exclusively of U.S. equities. You can find some investment theses lying around this blog…

U.S. Investment Theses:

Australian Equities Research:

Potential Dividend Warriors:

Criteria – Dividend yield above 5% with a positive 10yr dividend growth rate.

  • Telstra (TLS) – 5.9%
  • Harvey Norman (HVN) – 5.7%
  • NAB (NAB) – 6.2%
  • Westpac (WBC) – 5.6%
  • Bendigo Bank (BEN) – 5.2%
  • Crown Resorts (CWN) – 5.2%

Mid Cap:

  • Air New Zealand (AIZ) – 8.9%
  • Cromwell Property (CMW) – 8.4%
  • Sky Network (SKY) – 6.4%
  • Bank of Queensland (BOQ) – 6.2%
  • IOOF Holdings (IFL) – 5.8%
  • Automotive Holdings (AHG) – 5.8%
  • BWP Trust (BWP) – 5.6%
  • Sky City Entertainment – 5.3%

Small Cap:

  • AV Jennings (AVJ) – 8.3%
  • Beyond International (BYI) – 8.3%
  • DWS Limited (DWS) – 7.6%
  • Mortgage Choice – 6.9%
  • Tamawood (TWD) – 6.7%
  • Thorn Group (TGA) – 6.4%
  • Flexi Group (FXL) – 6%
  • Lindsay Australia (LAU) – 5.9%
  • PRO-PAC Packaging (PPG) – 5.9%
  • Prophecy International (PRO) – 5.7%
  • Collection House (CLH) – 5.5%
  • Cedar Woods Properties (CWP) – 5.5%
  • Carindale Property Trust (CDP) – 5.4%
  • FFI Holdings (FFI) – 5.3%
  • Data3 (DTL) – 5.2%
  • The Reject Shop (TRS) – 5.2%

Last Updated: 7 January 2017

Disclaimer: : I wrote this article myself, and it expresses my own opinions. I am not receiving any compensation for it. Please note that all investments carry some risk. You should be aware that the value of your managed investment may not increase as quickly as expected, if at all, or that the value may go down.  I have no business relationship with any company whose stock is mentioned in this article.