This week has seen an announcement by NAB of the anticipated dividend cut to 30c per share, and a capital raise, this pretty much makes it a certainty that the other three will follow suit. Given the centrality of the Big 4 to Australian equity investors and the broader economy we thought it pertinent to revisit the topic. In particular, with a view to see what the other banks might do and their risk profile going forward. This is all to say, is it time to buy yet?
As we venture further into the evolving Covid-19 situation, we are searching for companies that are benefiting from current conditions. This week we discuss two such companies that are seeing robust and unprecedented trading conditions. Find out which stocks below.
The Covid-19 epidemic will structurally change the way we shop, transact and work. Over the last few weeks, we have spent a lot of time researching and speaking to companies in order to identify the sectors and companies that will not only survive this epidemic but also prosper, grow and take market share. This week we discuss one company that is poised to benefit.
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.