This week we’re looking at a small cap retail stock that is offering investors a concentrated bet on the reopening theme. In 2020 we saw a huge shift in sentiment towards stocks that were benefiting from a covid-19 environment. Companies such as Pushpay (PPH.ASX) and...
Stock Insight
2 Financial Services Stocks Being Overlooked
This week we are writing about a pair of financial services companies that are growing, have tailwinds and are trading at what we believe to be bargain prices. In the wake of the 2019 Royal Commission we have seen huge changes in the Australian financial services...
3 Aussie Lithium Stocks To Watch
A few weeks ago we covered a key holding in the TAMIM Global Mobility portfolio, a fully integrated lithium company called Albemarle (ALB.NYSE) that is poised to benefit from increased production of electric vehicles. This week we revisit lithium and take a look at...
An EdTech Stock You Will Want to Learn About
This week we will be writing about a small cap education stock that has undergone a huge structural change as a result of a major partnership that is transformative to the business. We believe the market isn’t giving due credit for the magnitude of this partnership...
2 Stocks to Benefit from Australia Reopening
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...
Ore You In or Out? Are BHP, RIO & FMG Worth Buying?
This week we thought it may be pertinent to revisit our thesis around iron ore and in particular look at the big three players given the brutal nature of recent sell-offs of all three. Is it perhaps time to buy? A Little Context We’ve previously - late last year -...
Dividend Dive: The Case for Cromwell & Worley
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. Cromwell Property Group (CMW.ASX) Given the headwinds faced by Australian office demand,...
Searching For Dividends: Are BAP & GEM Worth It?
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). Bapcor (BAP.ASX) Most of the readership, we expect, would be familiar with this business or at least has some...
Is This Stock a Surefire Winner of the Electric Vehicle Revolution?
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. ...
The Ongoing Search for Dividends
Once again we are focusing on the search for dividend yield, this week looking at Inghams (ING.ASX) and Monadelphous (MND.ASX). Inghams Group (ING.ASX) In an investment world that seemingly cares little about cash flow generation and debt, Inghams came across our...
Is This Stock the Ultimate Covid Winner?
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...
Is This Stock the Ultimate Covid Winner?
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...