Once again, we continue down the ASX. This week we examine Brambles Ltd. (BXB.ASX), Amcor Plc (AMC.ASX) and Insurance Australia Group Ltd (IAG.ASX).
This week we look at one of the most overlooked but stellar results of the 2020 reporting season. This company has grown earnings at a compound rate of 44% p.a. for the last four years and requires little capital to grow. The business is benefitting from structural tailwinds and, we believe, is on track to potentially hit the $100M net profit milestone in 2021 yet is only being valued at $550M or a PE of 6x by the market.
Sid Ruttala once again delves into the top end of the market, working his way down the larger companies on the ASX. This week we look at Goodman Group (GMG), Newcrest Mining (NCM) and Woodside Petroleum (WPL).
Infrastructure companies are essential providers of facilities and structures for the effective operation of a business, state, or economy. They are indispensable to sustainable growth and enjoy stable demand, growing profitability and provide above average yields to equity investors. Robert Swift explores one such stock.
Sid Ruttala continues his exploration of the top end of the market, this time moving just past the surface of the ASX and going outside the Top Ten. This week we look at Macquarie Group (MQG), Telstra Corporation (TLS) and Rio Tinto (RIO).
We continue this week with the last of the top ten, namely FMG, WOW and TCL. Looking at the key highlights and Sid Ruttala's notes around each.
Kevin Smith highlights one of the stocks in the Asia Small Companies portfolio, one of the world's leading integrated glass manufacturers with a stock price that is up 71% over the last 12 months.
Kevin Smith takes a look at one long-term holding and two more recent acquisitions, all of which performed very well in July 2020, each stock rising by more than 40% for the month.
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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.