BHP Limited – The Dividend Dilemma

BHP Limited – The Dividend Dilemma

BHP is now at its lowest price since 2005. ATM believe the recent sell-off is an overreaction to recent events and at current prices we see longer term value in BHP. ATM has recently added (1 December 2015) BHP to its AU portfolio given the quality of the

Treasury Wine Estates - A Fine Vintage

Treasury Wine Estates - A Fine Vintage

Given Treasury Wines exceptional exposure to two ATM core thematics (Allying Aussie & Dinning Boom), it was added to ATM’s model portfolio on the 1st September 2015 at a price of AU$5.96. Its share price has now climbed to AU$8.26 in the space of little o

A Merry Christmas For Retailers?

A Merry Christmas For Retailers?

It appears that the interest rate cuts from the Reserve Bank of Australia and New Zealand are finally starting to take effect on the wider economy. This bodes well for the retail space which should benefit from consumers having more discretionary income f