Drew Meredith
speaker
386 appearances
1 recordings
1 series
first heard Jan 2023
last heard Jan 2023
Drew Meredith’s voice in public audio — every appearance, attributed to the second.
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Appearances
So if the ASX did 9%, 10%, about 8% or 80% of that came solely from capital growth.
Similar in the US, where it was Apple, Microsoft, Google continuing to grow rather than paying out income.
And then all this data and analysis has shown that after periods where growth dominates that much, income tends to dominate returns for the next decade following it.
So I think income and dividends would likely be more important than ever the next decade.
That's interesting.
First one I'll lead with.
It's not my strongest.
I've gone for West Farmers.
3.7% dividend yield at the moment.
Yeah, at the time of recording.
Plus a franking.
It hasn't changed too much.
And then the franking is about 100, fully franked.
So on the top of my head, it comes out at like a 5.2 maybe percent.
Simplest way of thinking about Wesfarm is Bunnings.
And then if you want to make them sound interesting, they also own Officeworks.
They're investing about a billion dollars into a lithium mine outside of Western Australia or in Perth.
It's a bit random.
They used to have coal, but they sold their coal.
So West Farm is just the original conglomerate.
Showing 81–100 of 386 · page 5 of 20
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