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Market Insights

3 Simple Considerations to Maximise Your Reporting Season

13/2/2020

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Heading into reporting season we take a look at a few simple things to keep in mind if one truly wishes to capitalise on the increased news flow that comes with reporting season.

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Party like it's 1999 - Is there value in the Tech sector?

12/9/2018

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Guy Carson looks to the past in examining what is happening with valuations in the tech sector. Have we seen this before?

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Small Cap Reporting Season Review

5/9/2018

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The Small Cap team take a detailed look at some of the movers, both positive and negative, in their portfolio this reporting season.

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Three risks the market has been overlooking

22/8/2018

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Guy Carson took some time out of reporting season to examine three key risks he sees in an Australian market that may be getting a little ahead of itself.

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Evidente - Beyond earnings torpedoes

28/2/2018

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​This week we bring to you a piece by friend of TAMIM Sam Ferraro of independent financial education firm Evidente.
This article was originally penned on February 18, 2018.

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Reporting Season Review - August 2017

7/9/2017

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​Guy Carson, manager of the TAMIM Australian Equity All Cap Value portfolio, presents his views on the August 2017 Reporting Season.

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Reporting Season: The unanswered questions

27/7/2017

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Every six months in Australia, reporting season comes around. It’s an important time for investors as it gives us a chance to see in detail how companies are travelling and, in some cases, what their outlook is for the year ahead. As a result, February and August become important times for shaping portfolios and generating investment ideas. Whilst every result will be scrutinised, we believe this reporting season there are a number of major questions outstanding for which we will receive further clarification. 

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DISCLAIMER

​The information provided on this website should not be considered financial or investment advice and is general information intended only for wholesale clients ( as defined in the Corporations Act). If you are not a wholesale client, you should exit the website. The content has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice before making any financial or investment decisions. Where the website refers to a particular financial product, you should obtain a copy of the relevant product services guide or offer document for wholesale investors before making any decision in relation to the product. Investment returns are not guaranteed as all investments carry some risk. The value of an investment may rise or fall with the changes in the market. Past performance is no guarantee of future performance. This statement relates to any claims made regarding past performance of any Tamim (or associated companies) products. Tamim does not guarantee the accuracy of any information in this website, including information provided by third parties. Information can change without notice and Tamim will endeavour to update this website as soon as practicable after changes. Tamim Funds Management Pty Limited and CTSP Funds Management Pty Ltd trading as Tamim Asset Management and its related entities do not accept responsibility for any inaccuracy or any actions taken in reliance upon this advice. All information provided on this website is correct at the time of writing and is subject to change due to changes in legislation. Please contact Tamim if you wish to confirm the currency of any information on the website.  

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