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Robert Swift takes a look at the ongoing frenzied search for yield and highlights one sector, infrastructure, and stock that has benefited accordingly. The search for income is becoming more frenzied. Very low cash rates and yield curves that have been massaged downwards by central banks’ policy has left the yield on the safest assets below the official rate of inflation, and well below the actual rate of service sector inflation, that typical buyers of safe assets (retirees and aging superannuants) experience.
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In the wake of our article on the direction of gold a fortnight ago, we thought it would be a good idea to take a look at a pair of gold stocks in the TAMIM portfolios. There is potential out there...
Last week we looked at the price of Gold bullion and tried to ascertain whether there might be further momentum left. While we still remain committed to the notion that it is next to impossible to predict the price action in this incredibly complex market with any degree of certainty we also did make clear that we do have some long-gold exposure by way of companies whose cost of production is lower than US$1000. And so, this week we take a look at a couple of these portfolio holdings namely, Westgold Resources (WGX.ASX) and Bellevue Gold (BGL.ASX). This week Ron Shamgar takes a look at one of the hottest stocks on the ASX for the past month. CountPlus has been more than a strong performer recently but is there more petrol in the tank?
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights one of the stocks in the Asia Small Companies portfolio, Open House (3288.TYO). Open House is a Japanese real estate company that trades on a single digit P/E ratio yet delivers a revenue growth rate of 30% and profit growth of 16%. Open House has both a strong brand and strong market share of single-family housing in key Japanese cities. It is taking advantage of the growing trend of smaller Japanese households and is a stock that is worthy of consideration in your international equity portfolio.
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