|
This week we would like to revisit a topic that we first wrote about more than two years ago and one which seems particularly prescient in the current global situation. In a world of lofty valuations and increasing volatility, wouldn’t it be nice if we had a way to systematically make a profit by identifying mispriced securities? Well there is, it is in the world of mergers and acquisitions.
0 Comments
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.
This week we discuss a couple of stocks in the TAMIM All Cap portfolios that have under-performed yet, as our investment thesis still holds, potentially have huge upside.
The TAMIM Australian Equities Small Cap team take a look at a number of their holdings and outline what they expect and hope to see in the coming reporting season.
After a period where market sentiment has been dominated by global macro issues, we see half year reporting as a chance for the market to refocus on fundamentals, and an opportunity for companies to highlight their attractive fundamentals. The portfolio continues to trade on undemanding valuations (a median price earnings multiple of less than 10x across the portfolio). Accordingly, there are a number of stocks in the portfolio which have the potential to re-rate significantly on the back of pleasing half year updates. Ron Shamgar, Head of Australian Equities and Portfolio Manager of the Australian All Cap portfolio, examines one of his core holdings. A stock which we believe the market has to this point underestimated from both a growth potential and innovation perspective.
The Tamim Australian Equity Small Cap team provide an update on a number of their holdings following their Annual General Meetings.
Following AGM season the Small Cap team have taken the time to provide a brief update on the portfolio.
Guy Carson, of Quick Brown Fox Asset Management and the TAMIM All Cap Value IMA, examines the cracks that are beginning to appear in Australia's WAAAX stocks.
The Small Cap team, from DMX Asset Management, examine three micro cap education stocks from their portfolio.
Guy Carson digs into the turnover and transition of his portfolio via the examination of six stocks. This is a must read for those interested in how to best manage a portfolio in transition.
This week the Small Cap team take a look at how they are gaining exposure to the investment thematic that is the infrastructure "boom". In doing so they take a look at a pair of stocks in their portfolio.
The TAMIM Small Cap team has recently spent some time meeting with management from a number of small cap companies both from within their portfolio and also those that are potentials to be added to the portfolio. This is an important part of any professional investors process. This week they present their notes from these meetings.
This week the small cap team provides us with a summary of notable HY18 results from their core positions. Detailing six stocks, it is a must read for avid small cap investors.
This week the TAMIM Australian Equity Small Cap Individually Managed Account team present their portfolio outlook for 2018. A more stock-focused piece than the other TAMIM outlooks, this is a must read for any small or micro cap enthusiasts (read investors).  This week the Small Cap team present a brief investment thesis for Konekt (KKT.ASX), one of their favourite holdings.
This week the TAMIM Australian Equity Small Cap team review some of the more interesting take aways from the October AGM season as it relates to their portfolio.
This week the Small Cap team provide a profile on one of their portfolio holdings, Elanor Investors Group (ENN.ASX).
This week the small cap team provides us with a summary of notable FY17 results from their core positions. Detailing six stocks, it is a must read for avid small cap investors.
As mentioned last month, with reporting season in full swing, we will address the trading outlooks and our expectations around the upcoming results for some of our core holdings. Last month, we discussed Pioneer Credit, Fiducian and Zenitas, whilst this month we will focus on Apollo Tourism and Leisure, Elanor Investors and Konekt.
As is traditional, with reporting season fast approaching TAMIM have asked our mangers to provide a quick preview of what they expect and hope to see over this always interesting period. This week the Small Cap team review Zenitas Healthcare, Fiducian Group and Pioneer Credit.
This week Robert Swift examines one of the more costly mistakes of the TAMIM Global Equity High Conviction portfolio so far this year. We still believe the investment thesis for Macy's to hold but this experience underlines the significance of timing on short-term returns in investing.
We made the mistake of investing in the Murray River Organics (ASX:MRG) IPO at $1.30. The stock has fallen by 73% to $0.35 in the company’s turbulent 6 month listed history, and we sold out at $0.65, 50% below the IPO price. Rather than sweeping this under the carpet we see this as an opportunity to learn some valuable lessons. In this article we share around some humble pie.
This week the Small Cap team review their investment in Zenitas Healthcare Limited (ZNT.ASX).
The TAMIM Australian Equity All Cap Value IMA is significantly overweight tech stocks compared to the ASX as a whole. This week Guy Carson, manager of the strategy, takes a look at finding value and quality in the software space without having to go to Silicon Valley.
|
Stock CommentaryAt TAMIM we are committed to educating investors on how best to manage their retirement futures. Sign up to receive our weekly newsletter:
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.
Archives
August 2022
Categories
All
|
RSS Feed
TAMIM | Equities | Property | Credit
DISCLAIMER
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.
magellen, kosec, clime, wilson, wam, montgomery, platinum, commsec, caledonia, pengana, tamim