There can often be pitfalls in pursuing a 'one or the other' strategy in equities. Hunting income can lead to yield traps. Chasing growth may result in overpaying for assets and being left with a thin margin of safety.
In this episode, Dr Don Hamson of Plato Investment Management and Chris Hall from Ellerston Capital discuss stocks that can provide a fine balance between both. Up for debate are 1) Aristocrat Leisure - the pokie machine manufacturer on a losing streak since COVID-10 lockdowns, 2) Coles - the supermarket operator seeing a bump up in sales, and 3) Link Administration Services - Trading at half-price following profit warnings.
Don and Chris also bring along two ex-20 stocks with strong prospects for capital price appreciation and growing dividends.
Notes: This episode was filmed on 20 May 2020. Watch the video or access the transcript here.