MFG provides exposure to global equity markets. A combination of strong fund inflows and positive markets will translate into strong earnings growth. We expect after its AGM and a solid 1Q18, the market will be more focused on the growth AHX is likely to produce over the next few years. SSG announced a share buyback at its AGM that's been well supported. The Dyson Supersonic, the company's new hero product, is generating strong sales growth. We expect NAB to perform in line with the market and will look to put it back up to a BUY on any pull back. Investors looking for a yield can own the stock.
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