Tagliaferro: We are still finding a few opportunities
Livewire
Tagliaferro: We are still finding a few opportunities. Anton Tagliaferro has added another 6% to the QV Equities portfolio in recent months - despite value being somewhat elusive. This has involved adding to existing positions such as investments in Bank of Queensland, Energy Developments, Crown Casinos and Oil Search. Tagliaferro says he has also added a new stock to the portfolio in Amalgamated Holdings (AHD). It is a company that we know well... A completely debt free company and it looks cheap from an asset point of view. It has assets of $1.4billion in property, no debt and it's total market cap is $1.5 billion. In this video Anton discusses how he is approaching investing with the current market backdrop. Watch the video here:
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The Livewire Equities feed brings you a range of insights that relate to Australian equities
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The Livewire Equities feed brings you a range of insights that relate to Australian equities
Expertise
No areas of expertise