This week we are tackling the subject of rare earths, their applications for electric vehicles and how TAMIM’s Global Mobility strategy aims to benefit. The rare earth elements are composed of a group of seventeen metals that are each just as hard to pronounce as the...
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...
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 -...
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,...
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...
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. ...
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...
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...
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...
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...
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...
As markets across the globe continue to test record highs - whether it’s equities, property or even these new fangled digital assets that very few people seem to understand - many think there are very few modestly priced opportunities out there. This week we will be...
