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This week we take a look at some of our current (and former) portfolio holdings and the impact recent developments both here and overseas have had on their prospects going forward, we see potential as future opportunities for investors.
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In a previous article around the oil markets we contextualised the possibility of contango and a zero bound oil price. This week we revisit the topic but with a view to the longer-term, a topic particularly relevant given the recent price action in oil with the front month August contracts currently trading at 40.73 and 43.08 for WTI and Brent respectively, In particular, we make a long-term bullish case for the oil market in exploring two Australian companies that look reasonably attractive.
Ron Shamgar provides an update on a selection of stocks that feature in the TAMIM Australian equity portfolios. Some old favourites, some enticing newer positions. Read on to find out more.
This week we examine the turnaround happening at The Reject Shop (TRS.ASX). We are quite confident that the business will thrive going forward in an environment where consumers become increasingly frugal and look to save money. Under a new management team and with 25% of the current valuation backed by net cash, we believe TRS is an attractive investment for uncertain times. Read more.
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.
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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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