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...
This week we start a new series. One focusing on something many Australian investors place great value in: dividend yield. To start off we look at Origin (ORG.ASX) and AGL Energy (AGL.ASX), both of which have proven to be rather painful experiences for the shareholder...
This week we will be writing about two of the heavyweights on the NASDAQ, Amazon (AMZN.NASDAQ) and Alphabet (GOOGL.NASDAQ). While these stocks are always in the headlines, we believe there are parts of these businesses that are stuck in the shadow of their parent...
Ahead of his webinar next week (register here), Robert Swift takes a brief look at the state of the world and what it means for the investors out there. We recently made a plea which fell on deaf ears. Instead of some precautionary monetary tightening, for which we...
This week we look at two more REIT’s, this time both US based. The first is a global footprint of industrial and logistics facilities, Prologis (PLD.NYSE), while the second focuses on self storage, Public Storage (PSA.NYSE). Prologis (PLD.NYSE) Prologis is one way for...
This week we look at two more REIT’s, this time both EU based. The first is Frankfurt listed, LEG Immobilien (LEG.FWB), while the second is dual-listed, VGP Group NV (VGP.BR). LEG Immobilien (LEG.FWB) LEG Immobilien is a pure-play residential REIT. Created in 1970 as...
Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. This is an excerpt from the latest updates for the Australian equity strategies in the TAMIM Fund, you can access the full reports here: TAMIM Fund: Australia...
