October - good to have a look around the markets- Did i loose my shirt? Stocks that blew - up from bad reports.

AUSTRALIAN EQUITIES AUSTRALIAN EQUITIES INVESTOR WEBINAR | August 2023

by- RON SHAMGAR Head of Australian Equity Strategy, TAMIM Asset Management

TAMIM Asset Management U3A - Inner West

SMALL CAPS HAVE NEVER BEEN CHEAPER

Sentiment is still relatively bearish at the moment. The charts below illustrate cash positions and where sentiment lies. Record cash levels means future buying power. BofA Fund manager survey shows investor sentiment levels of pessimism at multi year lows. A lot of bad news is still priced in here. Keep in mind, that we need bulls for a bull market. 

So the ointment without the fly!!!

Stocks Mentioned here:

Market Cap Range: $135Mill $770Mill

VVA Net Debt to Equity 200 too high, ( i thinking lots of debt here )

SMP $1.50

HLO $2.59 up 1yr 35%, free cash flow growing

FPR $2.53 Return (inc div)   1yr: 18.22%   3yr: 13.73% pa   5yr: -1.17% pa

IPD $4.59 electrical infrastructure ( V=I/R )

CVW $2.53 life insurance, wealth management and financial advice solutions

CLG $0.335 recycling of imaging consumables, cosmetics, paper

Do Yah Best, says S.M (Steve M.....)