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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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 Author: Ron Shamgar In general, the market and investors like companies that make acquisitions. Acquisitions that add scale and capabilities and are done at attractive valuations can be very accretive to a company. There are some companies that are definitely more acquisitive than others. Whether a company makes a large or small deal, some acquisitions can be more strategically beneficial and transformational than others. With this in mind, we discuss three companies we own that made very strategic deals last week.
This week we take a look at three stocks that are both defensive in nature but still in their high growth emerging phase of their business evolution. All stocks are high conviction holdings in the TAMIM Fund: Australia All Cap portfolio.
There’s an old saying that in a mining boom, investors should buy the companies supplying the picks and shovels. This week we present part 2 of our examination of the telco sector; we take a look at a services provider to the sector and see how it is benefiting from the surge in demand for connectivity that has been accelerated by the WFH trend.
The Covid-19 epidemic will structurally change the way we shop, transact and work. Over the last few weeks, we have spent a lot of time researching and speaking to companies in order to identify the sectors and companies that will not only survive this epidemic but also prosper, grow and take market share. This week we discuss one company that is poised to benefit.
Ron Shamgar looks to review a number of the key holdings in the TAMIM Australian equity portfolios in the midst of the coronavirus carnage.
This week we discuss the ultimate outcome for any share market investment - a takeover. In the last twelve months, the TAMIM Australian All Cap and Small Cap Income portfolios received a total of six takeover offers between them. As we head into the new year, we highlight three stocks that might be acquired in 2020. Find out which ones below.
This week we take a look at our largest holding, EML Payments (EML), and the transformational acquisition they have undertaken. EML is now a substantial and profitable global fintech company that we believe is going to double in price over the next twelve months.
Ron Shamgar takes a look at a selection of stocks - some good, some bad - following reporting season. Highlighting the important numbers and what to look for going forward, this is a must read for keen Aussie investors.
This week we spotlight a recent IPO that has gone completely under the radar yet meets all the criteria we look for in a business. The company is founder led, generates over 90% recurring revenue, is growing strongly, and yet is trading on a single digit multiple. Our current valuation sits at almost double the current trading price. To find out more, continue reading.
This week Ron Shamgar takes a look at one of the hottest stocks on the ASX for the past month. CountPlus has been more than a strong performer recently but is there more petrol in the tank?
Ron Shamgar, Head of Australian Equities and Portfolio Manager of the Small Cap Income and All Cap portfolios, examines one of his favourite holdings. A stock which he believes has strong tailwinds and is likely to be in an even better position following the election. This week we take a look at company held in both the TAMIM Small Cap Income and the All Cap portfolios. We believe this stock offers a substantial growth opportunity and should benefit from the proposed increase in health sector funding if a Labor government gets elected later this month.
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