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This week brings us to the last in our series on the search for quality dividend yields with Cromwell Property Group (CMW.ASX) and Worley Ltd (WOR.ASX) rounding out our journey.
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Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. This week brings us to the second to last in our series on the search for quality dividend yield, looking at Bapcor (BAP.ASX) and G8 Education (GEM.ASX). This week we will be talking about one of our three pillars and a key theme in our Global Mobility portfolio; the pillar centred around electrification of vehicles and a stock we believe is well-positioned to capitalise on the significant increase in lithium demand. Once again we are focusing on the search for dividend yield, this week looking at Inghams (ING.ASX) and Monadelphous (MND.ASX). 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. This week we will be writing about two of the heavyweights on the NASDAQ, Amazon (AMZN.NASDAQ) and Alphabet (GOOGL.NASDAQ). While these stocks are always in the headlines, we believe there are parts of these businesses that are stuck in the shadow of their parent company and aren’t getting the attention or credit they deserve and, as such, any value when it comes to the market. GOOGL and AMZN are best known for their search engines and marketplaces but what people may not see is that they are both making transformational advancements in the autonomous vehicle industry. This week we look at two more REIT’s, this time both US based. The first is a global footprint of industrial and logistics facilities, Prologis (PLD.NYSE), while the second focuses on self storage, Public Storage (PSA.NYSE). This week we look at two more REIT’s, this time both EU based. The first is Frankfurt listed, LEG Immobilien (LEG.FWB), while the second is dual-listed, VGP Group NV (VGP.BR). Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. This week we will be talking about two stocks in our Asia Small Companies portfolio. This portfolio focuses on investing in small companies (up to $10bn market cap) predominantly in north Asia due to the increased levels of governance. Asian markets are typically unloved, especially China and Japan, and this opens up a large opportunity to gain exposure to misunderstood companies that have big growth potential. More recently, there have been improving levels of governance across Asia with a greater emphasis on delivering shareholder value. This week we continue on the thematic of REITS and look at two US based entities one of which, VICI Properties, we feel makes a rather rational investment case for inclusion in portfolios while the other, Digital Realty, is on our watchlist. This week we look at two junior banks that currently sit within select income-oriented individually managed accounts at TAMIM. That is the Bank of Queensland (BOQ.ASX) and Bendigo and Adelaide Bank (BEN.ASX). This is a timely review given the RBA’s flip-flopping around the potential timing of rate hikes. Three weeks ago Ron Shamgar was on the business channel Ausbiz discussing a number of companies we own with takeover appeal. One of them was rhipe (RHP.ASX). Last week RHP received a takeover bid at a 35% premium to when TAMIM bought in. This week we explain why we believe RHP is still undervalued and explore two other potential targets we like. This week we examine a pair of listed property groups that may be worth a buy, not least because both of them have sat in the frontlines with regards to the Covid-related lockdowns and look set to benefit from any opening up. The first is Scentre Group (SCG.ASX) and the second Unibail-Rodamco-Westfield (URW.ASX). In order to achieve full autonomy in driverless cars we will need to see much more then just advanced tech in-vehicle, we will also need a significant step up in infrastructure in the cities and spaces around the vehicles. This week we talk about a second stock that is well positioned to benefit from the rollout of 5G and the need for connectivity in infrastructure to support the emerging autonomous driving sector. In order to achieve full autonomy in driverless cars we will need to see much more then just advanced tech in-vehicle, we will also need a significant step up in infrastructure in the cities and spaces around the vehicles. Over the next two weeks we will be talking about two stocks that are well positioned to benefit from the rollout of 5G and the need for connectivity in infrastructure to support the emerging autonomous driving sector. Sid Ruttala completes his journey through the ASX 20. This week we visit and review Suncorp (SUN.ASX) and Insurance Australia Group (IAG.ASX), two of Australia's biggest financial services businesses. Although each company services a different part of the financial services sector, this article is an important read for the Australian investor. Sid Ruttala continues his journey through the ASX 20. This week his notes visit and review Brambles (BXB.ASX) and Amcor (AMC.ASX). A must read for the Australian investor. |
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