Stock Spotlight: Victory Offices (VOL.ASX) - A strong growth story? Another potential takeover target?
This week we spotlight another recent IPO which we participated in for the TAMIM All Cap IMA portfolios. Similar to Viva Leisure (VVA), which we spotlighted last month, this company checks many of the boxes for the kind of business we look for. Read on to find out more.
This week the team at CBG, the fund underlying the TAMIM Australian Equity Growth & Income Individually Managed Accounts (IMA), take an in depth look at their investment thesis for Vocus Communications Ltd (VOC.AX).
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.
This week Michael Newbold, senior analyst with the fund underlying the TAMIM Australian Equity Growth & Income Individually Managed Account (IMA), takes time out to discuss Auckland International Airport (AIA.AX) - a solid defensive yield stock. AIA has been a strong performer for our growth & income portfolios in recent years. However, with a changing risk-reward profile we have begun to trim the position. Read on to find out why.
Darren Katz, TAMIM Asset Management's Managing Director and Head of Investments, reviews a number of the Stock Picks we have presented over the course of the year to assess how they have fared through the recent reporting season. We review our original investment rationales and try to learn from the mistakes we have made through our investment journey.
This week our Global Equity Growth Portfolio investment manager Calamos Investments, reviews the equity market and the sectors that are believed to be safe havens. Are we placing false hope in our belief that we are being conservative in our investment strategies?
Michael Newbold from the manager of the TAMIM Australian Equity Growth IMA reviews the investment case for the DUET Group. With continued worries about the sustainability of the Banks dividends, this stock may be worthy of a better look. It offers a best in utility sector yield of 8.3% unfranked.
At TAMIM we invest in stocks - not markets. The recent volatility in markets has highlighted to investors the need to own high quality growth stocks in their portfolios. Our partners at CBG utilise their growth focused investment style to highlight an interesting Australian investment, SpeedCast.
At TAMIM we are committed to educating investors on how best to manage their retirement futures.
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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.