This week we discuss a hidden gem on the ASX and one which we believe has the ultimate investment exposure in a Covid world. With the company only listing three months ago it is yet to receive much attention from fund managers and brokers, yet it is highly profitable and on an upgrade cycle. Find out which stock below.
This week we continue our series focusing on investments paying strong dividends while still remaining good investment propositions. The first is a dividend on a growth stock, Sonic Healthcare (SHL.ASX), while the second encompasses a value stock, GPT Group (GPT.ASX).
This week we continue our look at dividend yielding stocks with two companies that make reasonable investment propositions. One rather unloved by the market, Aurizon Holdings Ltd (AZJ.ASX), and the other reasonably fair value, APA Group (APA.ASX), but both offering steady long-term dividend streams.
Following on from his popular webinar last week, Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios.
As markets across the globe continue to test record highs - whether it’s equities, property or even these new fangled digital assets that very few people seem to understand - many think there are very few modestly priced opportunities out there. This week we will be talking about a corner of the market that, ironically, hasn’t received any attention. Here we are referring to the media sector and will be looking at three small caps, two of them NZ based, that few would be looking at.
This week we look at two more unloved securities, CIMIC (CIM. ASX) and Service Stream (SSM.ASX). Both of them have been perhaps less than pleasant experiences for long-standing shareholders. With that in mind, is it potentially a good time to buy? After all, both of them sit in a strong thematic (i.e. infrastructure and commodities).
This week we start a new series. One focusing on something many Australian investors place great value in: dividend yield. To start off we look at Origin (ORG.ASX) and AGL Energy (AGL.ASX), both of which have proven to be rather painful experiences for the shareholder in recent years. Which brings us to the question, is it perhaps time to buy? Especially when considering the relative valuations of the businesses in both a historic context and comparison to the broader market.
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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.