This week we will be writing about one of our core holdings, one that the market hasn’t been very optimistic about. In doing this we will look at why we think the market has this one wrong. Sometimes the best opportunities come from running toward the fire and figuring out if the situation is quite as bad as everyone thinks. Often in investing, if you find yourself on the same side as the majority that’s when you should be asking yourself all the questions.
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This week we will be writing about a small cap education stock that has undergone a huge structural change as a result of a major partnership that is transformative to the business. We believe the market isn’t giving due credit for the magnitude of this partnership and the stock is presenting as a compelling opportunity for investors.
This week we look at two stocks that are growing through strategic acquisition plans and are set to benefit from Australia’s imminent reopening and easing of restrictions. While they are both in very different industries, they have been performing well and we believe they are good companies to own heading into the reopening tailwinds.
This week brings us to the last in our series on the search for quality dividend yields with Cromwell Property Group (CMW.ASX) and Worley Ltd (WOR.ASX) rounding out our journey.
Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios.
This week we will be talking about one of our three pillars and a key theme in our Global Mobility portfolio; the pillar centred around electrification of vehicles and a stock we believe is well-positioned to capitalise on the significant increase in lithium demand.
Once again we are focusing on the search for dividend yield, this week looking at Inghams (ING.ASX) and Monadelphous (MND.ASX).
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.
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.
Following on from his popular webinar last week, Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios.
As markets across the globe continue to test record highs - whether it’s equities, property or even these new fangled digital assets that very few people seem to understand - many think there are very few modestly priced opportunities out there. This week we will be talking about a corner of the market that, ironically, hasn’t received any attention. Here we are referring to the media sector and will be looking at three small caps, two of them NZ based, that few would be looking at.
In order to achieve full autonomy in driverless cars we will need to see much more then just advanced tech in-vehicle, we will also need a significant step up in infrastructure in the cities and spaces around the vehicles. This week we talk about a second stock that is well positioned to benefit from the rollout of 5G and the need for connectivity in infrastructure to support the emerging autonomous driving sector.
Sid Ruttala completes his journey through the ASX 20. This week we visit and review Suncorp (SUN.ASX) and Insurance Australia Group (IAG.ASX), two of Australia's biggest financial services businesses. Although each company services a different part of the financial services sector, this article is an important read for the Australian investor.
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.
Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios.
Sid Ruttala continues his journey through the ASX20. This week his notes visit and review Newcrest Mining (NCM.ASX) and Woodside Petroleum (WPL.ASX). A must read for the Australian investor.
Sid Ruttala continues his journey through the ASX20. This week his notes visit and review Transurban (TCL.ASX) and Goodman Group (GMG.ASX).
Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. This is an excerpt from the last TAMIM Fund: Australia All Cap monthly report, you can access the full report here.
Sid Ruttala continues his journey through the ASX20. This week his notes visit and review Telstra Corporation (TLS.ASX) and Rio Tinto (RIO.ASX).
Today we are writing about the fast growing sports betting industry emerging in America and a mid cap that is well positioned to benefit. PointsBet (PBH.ASX), one of 2020’s hottest stocks, is an online bookmaker offering sports betting services in Australia while also launching operations in the sport betting market in America. They currently have market access to fourteen US states and are looking to capitalise as an early mover in the new online gambling market in the US. Ever heard the saying “the house always wins”? PointsBet might be the opportunity for investors to win from gambling without the “house cut”.
Once again, Sid Ruttala continues his journey through the ASX20. This week his notes visit and review Woolworths Group (WOW.ASX) and Macquarie Group (MQG.ASX).
This week we take a quick look at three companies that should benefit from borders reopening and the resumption of travel around the world. Typically, investors consider the Flight Centres (FLT.ASX) and Webjets (WEB.ASX) of this world when thinking of travel beneficiaries, but in this case we are examining a few tech-based businesses that, perhaps more indirectly, we believe will benefit.
Sid Ruttala continues his journey through the ASX20. This week his notes visit and review CSL Ltd. (CSL.ASX) and Wesfarmers Ltd (WES.ASX).
As promised, this week we continue to look through some of the key highlights, and my notes, on the top end of the market. The securities this week are NAB and ANZ.
This week we take a look at one of our top performing investments from the last year, a stock we wrote about on multiple occasions. This week we would like to explain our investment journey; why we backed the company then, our entry and exit prices and ultimately what changed our mind in January and February this year that caused us sell the stock.
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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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