article 3 months old

The Unfair Advantage: Yield & Quality High PEs

FNArena Talks | May 14 2018

Array
(
    [0] => Array
        (
            [0] => ((CSL))
            [1] => ((COH))
            [2] => ((LLC))
            [3] => ((TCL))
            [4] => ((MQG))
        )

    [1] => Array
        (
            [0] => CSL
            [1] => COH
            [2] => LLC
            [3] => TCL
            [4] => MQG
        )

)
List StockArray ( [0] => CSL [1] => COH [2] => LLC [3] => TCL [4] => MQG )

This story features CSL LIMITED, and other companies.
For more info SHARE ANALYSIS: CSL

The company is included in ASX20, ASX50, ASX100, ASX200, ASX300 and ALL-ORDS

Arrow Securities' Christopher Hall and FNArena Editor Rudi Filapek-Vandyck explore how the impact of higher interest rates on yield stocks and whether Higher PE stocks are due for a fall.

The latest episode of The Unfair Advantage consists of two independent conversations. One zooms in on yield stocks and yield investing in the Australian share market; and a second broadcast looks at cheaply priced 'value' stocks versus premium priced high quality stocks.

The general view has been that the latter are best avoided in an environment of rising bond yields, but the FNArena Editor observes the opposite has happened in the share market to date; he also explains why.

Individual stocks that featured during conversations include CSL ((CSL)), Cochlear ((COH)), Lend Lease ((LLC)), Transurban ((TCL)), and Macquarie Group ((MQG)).

Each broadcast takes up less than 15 minutes.

We welcome all feedback: info@fnarena.com

To view the broadcast, click HERE

Past broadcasts can be viewed via the FNArena Talks section on the FNArena website: https://www.fnarena.com/index.php/analysis-data/fnarena-talks/

Find out why FNArena subscribers like the service so much: "Your Feedback (Thank You)" – Warning this story contains unashamedly positive feedback on the service provided.

To share this story on social media platforms, click on the symbols below.

Click to view our Glossary of Financial Terms

CHARTS

COH CSL LLC MQG TCL

For more info SHARE ANALYSIS: COH - COCHLEAR LIMITED

For more info SHARE ANALYSIS: CSL - CSL LIMITED

For more info SHARE ANALYSIS: LLC - LENDLEASE GROUP

For more info SHARE ANALYSIS: MQG - MACQUARIE GROUP LIMITED

For more info SHARE ANALYSIS: TCL - TRANSURBAN GROUP LIMITED

Australian investors stay informed with FNArena – your trusted source for Australian financial news. We deliver expert analysis, daily updates on the ASX and commodity markets, and deep insights into companies on the ASX200 and ASX300, and beyond. Whether you're seeking a reliable financial newsletter or comprehensive finance news and detailed insights, FNArena offers unmatched coverage of the stock market news that matters. As a leading financial online newspaper, we help you stay ahead in the fast-moving world of Australian finance news.