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Stock Insights

Australian Equity Portfolio Update | 6 Stocks

13/9/2021

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

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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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Not All Acquisitions Are Created Equal

14/4/2021

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PictureAuthor: 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.


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Top 3 Defensive (yet growing) Stocks for 2021

24/1/2021

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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.

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Talking 2 Top Telcos | Part 2

20/5/2020

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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.

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Online Lottery Goes Viral: Jumbo Interactive (JIN.ASX)

8/4/2020

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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.

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Stock Review: The Coronavirus Impact

17/3/2020

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​Ron Shamgar looks to review a number of the key holdings in the TAMIM Australian equity portfolios in the midst of the coronavirus carnage.

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Takeover Targets for 2020

11/12/2019

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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.

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EML Payments (EML.ASX) - A Game Changer

14/11/2019

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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.

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August 2019 Reporting Season Highlights – Part 1

18/9/2019

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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.

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Founder led, tech focused, spits cash, strong growth, and on a single digit multiple? What stock are we talking about?

5/9/2019

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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.

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Stock Spotlight - CountPlus (CUP.ASX)

9/7/2019

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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?

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Stock Spotlight: People Infrastructure (PPE.ASX)

1/5/2019

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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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    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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