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.
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).
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.
Robert Swift takes a look at the ongoing frenzied search for yield and highlights one sector, infrastructure, and stock that has benefited accordingly. The search for income is becoming more frenzied. Very low cash rates and yield curves that have been massaged downwards by central banks’ policy has left the yield on the safest assets below the official rate of inflation, and well below the actual rate of service sector inflation, that typical buyers of safe assets (retirees and aging superannuants) experience.
This week the Small Cap team take a look at how they are gaining exposure to the investment thematic that is the infrastructure "boom". In doing so they take a look at a pair of stocks in their portfolio.
Robert Swift takes a look at the electric vehicle phenomenon and takes a look at how his TAMIM individually managed account strategy is looking to take advantage of this increasingly potent thematic.
This week Robert Swift, head of the TAMIM Global Equity High Conviction Individually Managed Account (IMA), examines the need for an increase in US infrastructure spending and the opportunities this presents. In this video, Robert takes a quick look at Vinci - a stock that should benefit from the coming spend.
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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.