Hey Super, yes good call on HDF, and DUE is another I've been watching, again similar to SKI, which I already hold.
so yeah I did check out HDF, but I was already heavy in TSI, and they are pretty similar, both infrastructure funds, it may be a good idea for me to diversify a bit and have a foot in both camps, but TSI has a better forecase EPS and DIV from my research.
Both TSI and HDF are trading between $1.05 and $1.10, and both have 12cpu distribution, but TSI should be 12c or more next year, whilst comsec forecast only 8c for next year.
HDF have quarterly distributions, which is better for holders, smooths out SP fluctuations a bit, and they are about twice the market cap of TSI, so maybe they will bounce back quicker, but the comsec research points to reduced earnings and divvy in the future.
TSI forecast indicators look pretty good. Plus I'm a little sentimental.
If HDF share price drops, particularly after this divvy, and particularly because of the forcast EPS drop, I'll probably put an order in.
MCW Price at posting:
59.5¢ Sentiment: None Disclosure: Not Held
