You don't have credit card details available. You will be redirected to update payment method page. Click OK to continue.
Tamawood (TWD) and Villaworld (VLW).
Our SMSF share portfolio is heavily weighted towards financials. In an effort to diversify and maintain a healthy fully franked yield we purchased some TWD and VLW approx 6 months ago.
Given the current low returns on Term Deposits and not wanting to add more financials to our share portfolio at this stage we are considering more TWD and/or VLW.
Our research indicates that both of these companies are sound businesses offering good yield. Your thoughts would be appreciated.
A: You probably know a lot more about Tamawood (TWD) than I do. I can’t see any broker research, and caution that it is a very illiquid stock.
Villaworld looks interesting, and they sound reasonably confident about their forecast. The Queensland (and to a lesser extent, Victorian) new home markets would probably not be my preference as markets that I want exposure to, particularly towards the end of the cycle. I just wonder whether there may be some more headwinds on the horizon.
Liquidity is better with VLW. The only broker I can find who follows the stock is Morgans –they have an “add” on the stock and a target of $2.54.
