CIN 0.33% $29.90 carlton investments limited

Now EVT is paying decent dividends again the yield might...

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  1. 4,893 Posts.
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    Now EVT is paying decent dividends again the yield might (should) improve which could lead to a rerate. Unfortunately (even allowing for the historical holding of EVT) their stock selection seems a little mired in the 20th century so it probably deserves some discount.

    I don't like the CIN mix so despite the steep discount I've preferred to top up AUI on weakness.
 
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