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This week we look at two stocks that are growing through strategic acquisition plans and are set to benefit from Australia’s imminent reopening and easing of restrictions. While they are both in very different industries, they have been performing well and we believe they are good companies to own heading into the reopening tailwinds.
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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). Robert Swift further presents his case for stocks that straddle multiple sectors in looking at one particular "tech" stock that has recently had some positive newsflow.
This week the Small Cap team present a brief investment thesis for Konekt (KKT.ASX), one of their favourite holdings.
This week the TAMIM Australian Equity Small Cap team review some of the more interesting take aways from the October AGM season as it relates to their portfolio.
Everyone has been obsessed with the FAANGs, FAAMGs or "Sexy Six" for a while now but Robert Swift, manager of the Global High Conviction strategy here at TAMIM, only holds one. Robert takes a look a one of his better performing stocks of late to help explain why this is while examining the fallacy that stocks can be defined by a singular sector.
As mentioned last month, with reporting season in full swing, we will address the trading outlooks and our expectations around the upcoming results for some of our core holdings. Last month, we discussed Pioneer Credit, Fiducian and Zenitas, whilst this month we will focus on Apollo Tourism and Leisure, Elanor Investors and Konekt.
This week the small cap team takes a look at their investment in Konekt (KKT.ASX), a workplace health solution provider.
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The information provided on this website should not be considered financial or investment advice and is general information intended only for wholesale clients ( as defined in the Corporations Act). If you are not a wholesale client, you should exit the website. The content has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice before making any financial or investment decisions. Where the website refers to a particular financial product, you should obtain a copy of the relevant product services guide or offer document for wholesale investors before making any decision in relation to the product. Investment returns are not guaranteed as all investments carry some risk. The value of an investment may rise or fall with the changes in the market. Past performance is no guarantee of future performance. This statement relates to any claims made regarding past performance of any Tamim (or associated companies) products. Tamim does not guarantee the accuracy of any information in this website, including information provided by third parties. Information can change without notice and Tamim will endeavour to update this website as soon as practicable after changes. Tamim Funds Management Pty Limited and CTSP Funds Management Pty Ltd trading as Tamim Asset Management and its related entities do not accept responsibility for any inaccuracy or any actions taken in reliance upon this advice. All information provided on this website is correct at the time of writing and is subject to change due to changes in legislation. Please contact Tamim if you wish to confirm the currency of any information on the website.
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