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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.
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As promised, this week we continue to look through some of the key highlights, and my notes, on the top end of the market. The securities this week are NAB and ANZ.
This week we return to our Top Twenty series. Six months since our last review, we look to provide an update on the companies. This week, Commonwealth Bank and Westpac. Read on!
This week we go through some of the notes and key highlights from the top end of the market. A disclaimer before reading further, this is the first part of my notes on the top ten securities by market capitalisation.
This week has seen an announcement by NAB of the anticipated dividend cut to 30c per share, and a capital raise, this pretty much makes it a certainty that the other three will follow suit. Given the centrality of the Big 4 to Australian equity investors and the broader economy we thought it pertinent to revisit the topic. In particular, with a view to see what the other banks might do and their risk profile going forward. This is all to say, is it time to buy yet?
This week we again revisit the topic of the banks. An issue that has been especially pertinent to us given the cut of ANZ’s franking composition. What will this mean going forward? Will it impact the way we invest?
This week we present a piece by Hamish Carlisle, from Merlon Capital Partners who power the TAMIM Australian Equity Income IMA, examining the shareholder value implications of CBA’s acquisition of Colonial in 2000 as a case study in poor capital allocation.
This week Guy Carson takes a look at the Big Banks in light of their recently released results. This is an essential read in the wake of the Royal Commission.
This week Vincent Cook, senior analyst with the fund underlying the TAMIM Australian Equity Growth & Income Individually Managed Accounts (IMA), takes time out to discuss the Australian Banks. There is a significant amount of negativity in the Australian press regarding the outlook for our banks however we see some positive signs with indications of consolidation appearing in the sector. Given the worry about Deutsche Bank and banks in general, it is timely to discuss our thoughts on the sector.
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