This week we take a look at some of our current (and former) portfolio holdings and the impact recent developments both here and overseas have had on their prospects going forward, we see potential as future opportunities for investors.
In a previous article around the oil markets we contextualised the possibility of contango and a zero bound oil price. This week we revisit the topic but with a view to the longer-term, a topic particularly relevant given the recent price action in oil with the front month August contracts currently trading at 40.73 and 43.08 for WTI and Brent respectively, In particular, we make a long-term bullish case for the oil market in exploring two Australian companies that look reasonably attractive.
Ron Shamgar provides an update on a selection of stocks that feature in the TAMIM Australian equity portfolios. Some old favourites, some enticing newer positions. Read on to find out more.
This week we examine the turnaround happening at The Reject Shop (TRS.ASX). We are quite confident that the business will thrive going forward in an environment where consumers become increasingly frugal and look to save money. Under a new management team and with 25% of the current valuation backed by net cash, we believe TRS is an attractive investment for uncertain times. Read more.
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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.