- It's unusual to see the Forestry & Paper sector represented on the list in terms of Mondi.That's true although upon further examination, calling it a forestry/lumber/timber company is something of a stretch. It's primarily a packaging company which puts it in the same ballpark as DS Smiths, although Smiths is categorised as "General Industrials" rather than "Forestry and Paper"If you want a true lumber/timber/forestry share then I'd look overseas, notably at Plum Creek Lumber (yield 4.2%), Potlatch (4.0), Weyerhaeuser (2.8%) or Rayonier (3.6%). All are US-traded.While the pre-eminent pure paper play is International Paper, yield 2.9%.I'd agree that Mondi is the most interesting name in your list though - most of your other screen results are financials or in other well-populated HY sectors like travel.It's also good to see an IT share appearing in a HY list too - Logica. Others to consider are MicroFocus and Sage. But again, if you want world-class, I'd look overseas to names like Seagate, ADP and Paychex in the US. A few months ago I was suggesting Intel at around a 4% yield but the share has rallied 30% since then.
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