AC
We are moving into the next part of the business cycle where industrials will kick in and start to show nice returns. For me AHS and AAC are both undervalued by about 40%. However, they are cyclicals and probably more suitable to trading. AAC might give you some diversficiation in terms of a rural stock.
If you want value Industrials for your super please consider, BPC, NLX, BIL and PBG.
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- peter_kk
peter_kk, page-5
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