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Stock Insights

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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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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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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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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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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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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Reporting Season: Webcentral (WCG.ASW) & SRG Global (SRG.ASX)

23/2/2022

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​Continuing on with our reporting season notes, we will cover a few more of our key holdings across TAMIM’s Australian equity portfolios. There has been increased uncertainty across markets as geopolitical tensions in eastern Europe have come to a head alongside hawkish central bank commentary. Any company even remotely connected to the word ‘growth’ is apparently tainted and has been sold down accordingly. 
Webcentral domain business

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Reporting Season: Seven West Media (SWM.ASX) & Money3 (MNY.ASX)

16/2/2022

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Over the next few weeks we will be providing commentary on half yearly results for some of our key holdings. During February companies report their half yearly results for the period ending December 31st while also providing an outlook for the full year results. Companies will typically host a conference call with investors and you'll hear just about every analyst asking management to “provide more colour” to the results in the Q&A section to get as much commentary as possible on why the numbers came out the way they did and what to expect for the next set of results. This week we will discuss the results of MNY and SWM.
TV stock

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1 Aussie POS Software Company Poised to Crack the US

9/12/2021

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This week we are looking at a small cap company that is providing software solutions to the hospitality sector while also expanding into overseas markets with huge addressable opportunities. The company has a market cap of only $100m and has mostly gone unnoticed to date, without any media coverage, even though they have been growing quickly, making acquisitions and are now EBITDA positive. The events and hospitality industry are clear post lockdown winners and the companies that provide the sector with services will benefit accordingly. 
MSL Solutions (MSL.ASX) stock write up

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Smart Money Is On This Payments Company

17/11/2021

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Over the past few weeks we have been covering stocks we believe are poised to benefit from the ongoing reopening of Australia and New Zealand. This week we will be writing about a small cap payments company that should be a huge beneficiary of this reopening thematic. 
Smartpay SMP

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A Diamond in the Retail Rough

2/11/2021

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This week we’re looking at a small cap retail stock that is offering investors a concentrated bet on the reopening theme. In 2020 we saw a huge shift in sentiment towards stocks that were benefiting from a covid-19 environment. Companies such as Pushpay (PPH.ASX) and Redbubble (RBL.ASX), we bought both heading into the pandemic, were huge beneficiaries. Heading into Christmas, the covid winners and now the covid losers and retail stocks are starting to grab more attention. With Australia exiting lockdowns there is a lot of pent up demand for retail spending, what we like to call revenge spending. 
Jewelry retailer

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Is This Stock the Ultimate Covid Winner?

31/8/2021

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This week we discuss a hidden gem on the ASX and one which we believe has the ultimate investment exposure in a Covid world. With the company only listing three months ago it is yet to receive much attention from fund managers and brokers, yet it is highly profitable and on an upgrade cycle. Find out which stock below.
Picture

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2 Dividend Yields: 1 Unloved, 1 Fair Value

18/8/2021

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This week we continue our look at dividend yielding stocks with two companies that make reasonable investment propositions. One rather unloved by the market, Aurizon Holdings Ltd (AZJ.ASX), and the other reasonably fair value, APA Group (APA.ASX), but both offering steady long-term dividend streams. 
Rail stocks

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Australian Equity Portfolio Update | 5 Stocks

16/7/2021

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​Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios.
Australian stocks

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Talking Top Twenty | Part 9: Brambles & Amcor

16/6/2021

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Sid Ruttala continues his journey through the ASX 20. This week his notes visit and review Brambles (BXB.ASX) and Amcor (AMC.ASX).  A must read for the Australian investor.
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Australian Equity Portfolio Update | 7 Stocks

14/6/2021

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​Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. 

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    Stock Commentary

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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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