high yield, page-6

Hi S1mon,

Yeah, SKI sell depth is strong at the moment and has been for a week or two and stock is definitely being sold down, but then again all utility/infrastructure sector stocks are in the same boat at the moment as everyone has money parked in stocks gaining rapidly. (SPN/TSI are very similar trend in particular). I also Really like HDF in this sector as they distribute quarterly but theres a few games going on there at the moment after the recent SPP, but if you are looking to diversify then have a look.

I'm a bit of a contrarian investor and certainly long term yield is my goal and i believe the utility sector offers great value at the moment *long term* and have about 22% of my portfolio parked in it as a defensive measure.

Expect the tide to turn in the next week or two with SKI though, alternatively then maybe an SPP (as per previous thread) isn't out of the question.