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The AFR has this from Credit Suisse today:
A handful of stocks in the ASX200 offer the Holy Grail of a decent dividend yield now, with the prospect of actually increasing dividends by 14 per cent or more over the next two years, and they are being heavily pursued by the 1.04 million people operating self-managed superannuation funds (SMSF) in Australia.
Call them the Danube dozen, or the Florence 15.
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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.