Buy Hold Sell, by Livewire Markets

Buy Hold Sell: 5 big-caps for reliable dividends

May 22, 2020

Dividend cuts are a hot topic for income investors. The team at Plato Investment Management expect ASX 200 payouts to fall 30% on aggregate this year. While some big payers have cut or deferred payments, not all companies are giving shareholders grief.

In this episode, Dr Don Hamson of Plato Investment Management and Chris Hall from Ellerston Capital discuss 5 ASX big-caps with strong balance sheets that can be relied on for yield. They include: 1) A finance company with a defensive earnings profile; 2) Australia’s best-capitalised major bank; 3) A conglomerate benefiting from lockdowns, 4) An A-REIT in the right part of the property market, and 5) A mining stock with a growing cash pile. Watch, read or listen to our first show back in the studio since lockdown and get the full story. 

Notes: You can watch and access a full transcript of the interview here. This episode was filmed on 20 May 2020.