We recently researched Dalrymple Bay Infrastructure (ASX:DBI) in The Dynamic Investor. The defensive (and growing) nature of distributions, coupled with potential for inflationary pressures to provide upside to revenue growth, were key factors supporting our positive view. With the shares trending nicely since our recent report, we assess whether current levels still present an attractive entry opportunity. About Dalrymple Bay Infrastructure Dalrymple Bay Infrastructure holds the 99-year lease (comprising a 50-year lease with a 49-year option) to the 85Mtpa Dalrymple …

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We recently researched Breville Group (ASX:BRG) in The Dynamic Investor after the Company reported better-than-expected interim results. Our conclusion was that it was best to remain on the sidelines, given an unappealing trading multiple and risks to the expected recovery in margin over the short term. With the shares having de-rated further since our recent report, we assess whether current levels present a more attractive entry opportunity. About Breville Group Breville Group manages of a number of consumer electrical appliance …

Read MoreTime to buy the dip in Breville?