AJD asia pacific data centre group

April 2014? What Gives?, page-16

  1. 2,818 Posts.
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    AJD is a high, safe dividend play in one of the zooming tech categories: The Cloud.

    It plays it as a landlord, so it's REIT-like, taking risk out by limiting upside.

    I used to sit on a bid of $1.29 to $1.305 for days/weeks, and they were filled.

    Volumes are always low except when one insto trades with another, seemingly their own little money-maker.

    Recently I doubled my position, not for anticipated capital growth (I'm surprised it's there!); partly for the high dividend -- no franking, and; but mostly because during the January pukefest AJD was beautifully stable.

    In a search for yield AJD seems to be getting a bid, add The Cloud, et voila capital growth!

    OV
 
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