Within the Energy sector we like Woodside Petroleum and Origin Energy as our preferred exposures.
WPL offers 5% franked dividend yield and when combined with a covered call option, we’re generating 10% cash flow whilst allowing for a moderate level of capital growth.
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ORG offers appealing capital growth prospects as the company pays down debt and reinstates a more progressive dividend policy.
Strong oil prices and increasing LNG production numbers are tailwinds that are likely to continue for ORG. Capital expenditure is also tracking lower than guidance and these factors combined are helping to add to group cash generation.
