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Stock Insights

Coal: Strike While It's Hot

29/6/2022

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This week we visit a topic that has been persistent in recent headlines: coal. In doing this we will look at two large-caps that have delivered a seemingly extraordinary return in this bear market.
Coal stocks

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Needs Not Wants: 2 Stocks That Fill A Need

16/6/2022

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This week we continue to look at investing in needs and not wants, highlighting two stocks in our portfolios. Following the volatility in markets this year we have been extensively reviewing our portfolios and looking for companies that have steady earnings, inflationary protection and a service/product that is a necessity and is immune to the central banks attack on consumer spending.
Picture

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Guest Views: The a2 Milk Company (A2M.ASX)

8/6/2022

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This week we have a trio of guest contributors. All three were given an ASX-listed stock to write briefly on; the stock in question is former market darling The a2 Milk Company (A2M.ASX).
a2 Milk opinions

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Utilities: The AGL (AGL.ASX) Saga

8/6/2022

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This week we continue our examination of utility markets. Last week we looked at prices and what has been driving them higher, this week we look to one company in the sector that has also been all over the headlines, AGL (AGL.ASX).
AGL (AGL.ASX)

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Guest Views: Nufarm (NUF.ASX)

1/6/2022

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This week we have a pair of guest contributors. Both were given an ASX-listed stock to write briefly on; the stock in question is agricultural Nufarm (NUF.ASX).
Guest Stock Commentary

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Needs Not Wants: A Stock to Benefit from Rising Rates

25/5/2022

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This week we continue looking at needs not wants; companies that provide critical services that people need rather than want. We are using this theme to highlight companies that are best positioned for inflation with some even set to benefit from higher interest rates. We will be diving into the insurance industry and highlighting one company in particular.
Insurance stocks

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Sorting Through: A Recycling Stock to Separate Out

19/5/2022

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This week we return to the recycling theme touched on a couple of weeks back.  Last time we spoke about an Australian recycling company benefiting from industry tailwinds and participating in the circular economy. This time we dive into the fundamental problems we face in recycling plastic and highlight a company that is looking to revolutionise this through the use of digital watermarks.
Recycling stocks

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Forget FAANGs, It's Time to QUAKE

12/5/2022

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Over the past few years investors that owned the much-coveted “FAANG” stocks would have been amongst the most popular people in the room. Fast forward to today and the NASDAQ is down -26% YTD; Facebook, now known as Meta Platforms (FB.NASDAQ), alone is down over -40% YTD. Growth stocks went on a tremendous rise to the top post-Covid however in the current environment, where fear is winning the arm wrestle against greed, those same growth stocks are being sold off heavily. So, where to allocate?
QUAKE stocks

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Talking Top Twenty: Insurance Australia Group (IAG.ASX) & Suncorp (SUN.ASX)

11/5/2022

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​This week we conclude our latest Talking Top Twenty series, working our way through a couple of insurance companies, Insurance Australia Group (IAG.ASX) and Suncorp (SUN.ASX).
Insurance stocks

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Talking Top Twenty: Amcor Plc (AMC.ASX) & Brambles Ltd (BXB.ASX)

11/5/2022

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In the final instalment of this Talking Top Twenty series, we take a look at Amcor (AMC.ASX) and Brambles (BXB.ASX).
Brambles & Amcor

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The Forgotten Stocks of the Green Transition: Recycling

4/5/2022

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This week we will be talking about the recycling industry, a segment that we don’t believe is spoken about enough in this age of environmental reform. Similar to our recent article on tin, recycling seems to be a forgotten factor that investors are overlooking. We will highlight a recent recycling IPO that is growing fast and will be benefiting from industry tailwinds.
Recycling Stock

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Talking Top Twenty: Transurban (TCL.ASX) & Goodman Group (GMG.ASX)

4/5/2022

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This week we continue our march through the Talking Top Twenty series, looking into Transurban (TCL.ASX) and Goodman Group (GMG.ASX). 
Toll road

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Talking Top Twenty: Macquarie Group (MQG.ASX) & Telstra Corporation (TLS.ASX)

28/4/2022

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This week we continue our Talking Top Twenty series by looking at Macquarie Group (MQG.ASX) and Telstra (TLS.ASX).
TLS.ASX & MQG.ASX

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Blue Jeans to Miners in the 21st Century

21/4/2022

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This week we will be looking at the US cannabis industry and talking about a stock in the ‘picks and shovels’ side of the industry, a real blue jeans to miners story. US cannabis stocks have been in a relentless bear market, hovering near all-time lows despite the industry showing huge growth. 
Picture

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Talking Top Twenty: CSL (CSL.ASX), Wesfarmers (WES.ASX) & Woolworths (WOW.ASX)

19/4/2022

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Continuing our Talking Top Twenty series, this week we take a look at a pair of retailers, Woolworths (WOW.ASX) and Wesfarmers (WES.ASX), and a biotech giant in CSL (CSL.ASX). 
Retail stocks

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The Forgotten Metal: Two Stocks to Watch

13/4/2022

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This week we will be writing about an underappreciated metal that is crucial to the energy revolution and shift to electrification. Regardless of your position on the timeframe, just about anyone could tell you that electric vehicles are the way of the future. The real question is do we currently have enough supply of the crucial commodities needed to develop and produce these vehicles on a mass scale? 
Tin, the forgotten metal

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Talking Top Twenty: Rio Tinto (RIO.ASX), Woodside (WPL.ASX) & Newcrest (NCM.ASX)

13/4/2022

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We continue our Talking Top Twenty series with an update on three more companies, the first two of which have been rather pleasant experiences for the investor. Conversely, the third has been rather messy. For the impatient, lets begin with the conclusion. We feel that all three could present as great risk reward propositions.
Oil Stocks

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Talking Top Twenty: BHP (BHP.ASX) & Fortescue (FMG.ASX)

6/4/2022

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This week we continue our run through the Top Twenty by looking at the miners, beginning with BHP Group (BHP.ASX) and Fortescue Metals Group (FMG.ASX). 
Mining stocks ASX

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A Founder-Led Company: Always Something to Look For

6/4/2022

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This week we will be talking about founder led businesses and why they tend to outperform. A number of the companies in our portfolios are founder-led; it is a factor we consider when assessing a company. So, we decided to dive deeper into what is driving their outperformance and, in doing so, we will highlight a founder-led chemical manufacture and waste management company that is beating prospectus forecasts, has a strong moat and is growing through an aggressive M&A strategy.
Chemicals company

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Talking Top Twenty: National Australia Bank (NAB.ASX) & ANZ (ANZ.ASX)

31/3/2022

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This week we continue with the Talking Top Twenty series by rounding out the Big 4 banks, looking at National Australia Bank (NAB.ASX) and Australia and New Zealand Banking Group (ANZ.ASX). 
Big 4 Banks

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The Semiconductor Stock Behind Your Semiconductor Stock

31/3/2022

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This week we will be visiting the world of semiconductors and looking at why the equipment providers may be a compelling way to gain exposure to the sector. We are currently in the midst of a massive global shortage of semiconductors at a time when demand is skyrocketing as a result of aggressive digitisation and the rise of tech like electric vehicles. The stock in question is a SATS (Semiconductor Assembly and Testing Services) company.
Semiconductor Stocks

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1 Stock for the Energy Infrastructure Overhaul

23/3/2022

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This week we look at a contracting company that provides infrastructure services to the energy industry. The company should also be well positioned to benefit from the shift toward clean energy. Contracting companies typically trade at low multiples due to their low margins and cyclicality, the stock we are covering is growing revenues at 25% and is seeing their renewables division doubling YoY.
Energy Infrastructure stocks

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Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX)

23/3/2022

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With Australian reporting season now well and truly over, we take stock and return to our Talking Top Twenty series. To kick things off this time around we take a look at a couple of the Big 4 banks; Commonwealth Bank of Australia (CBA.ASX) and Westpac (WBC.ASX).
Australian Banks

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1 Healthcare Company Making the Magic Happen

16/3/2022

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This week Ron Shamgar takes a look at an expanding healthcare services company that has traded well despite a tough operating period; a stock that could also potentially be interesting from an M&A perspective.
Monash

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Reporting Season: IVE Group (IGL.ASX) & Capitol Health (CAJ.ASX)

9/3/2022

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With reporting season now over, investors can take the time to review the results. Stocks will often take time to rerate after the release of a good result as they can get lost amongst hundreds of others. This week we will talk about IGL’s results and why we believe it was one of the best on the ASX. We will also dive into CAJ’s results and look at why they should do better in a normalised environment.
Reporting Season Notes

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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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