In this week's article, we will explore a distinctive investment approach that has the potential to serve as a viable pathway for maintaining overall portfolio returns, regardless of the broader market conditions... This approach is known as special situation...
Communication
A Pair of Unloved Companies Due a Turnaround?
This week we look at two more unloved securities, CIMIC (CIM. ASX) and Service Stream (SSM.ASX). Both of them have been perhaps less than pleasant experiences for long-standing shareholders. With that in mind, is it potentially a good time to buy? After all, both of...
3 Likely Takeover Targets We Own
Three weeks ago Ron Shamgar was on the business channel Ausbiz discussing a number of companies we own with takeover appeal. One of them was rhipe (RHP.ASX). Last week RHP received a takeover bid at a 35% premium to when TAMIM bought in. This week we explain why we...
Australian Equity Portfolio Update | 7 Stocks
Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. This is an excerpt from the latest updates for the Australian equity strategies in the TAMIM Fund, you can access the full reports here: TAMIM Fund: Australia...
Not All Acquisitions Are Created Equal
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...
3 Secular Growth Thematics for the 20s & Beyond
Every generation sees certain trends that go beyond the cyclical. Trends that encapsulate a fundamental change to the way things are done. When we say secular growth, we are referring to structural changes taking place in the economy; from e-commerce fundamentally...
3 Telco Stocks to Become 1?
The telco sector is currently the largest thematic exposure we have across our portfolios. It’s a sector we like because it’s defensive and has been a key beneficiary from the Covid remote working environment. Every 5-10 years we also see a period where the industry...
9 Stocks to Watch | Australian Equity Portfolio Update
Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. EML Payments (EML.ASX) provided a trading update for Q1 with revenues of $40m and EBITDA of $10m. EML’s transaction volumes have recovered strongly...
7 Stocks | Australian Equity Portfolio Update
Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. Cardno (CDD.ASX) is an environmental, government and community consultancy firm which operates with over 4,400 staff globally. The company has been overlooked...
Talking 2 Top Telcos | Part 2
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...
Talking 2 Top Telcos | Part 1
This week we look at the telco sector and how it is benefiting from a surge in demand due to the shift to working and staying at home. We believe the demand for faster connectivity will continue for the foreseeable future regardless of how the Covid-19 situation...
It’s Huawei or the Highway: Empire Building Chinese Style
We've been hearing more and more about it in the media, it's time to take a closer look. Huawei's meteoric rise globally is coming to a head as the US/China Trade Kerfuffle drags on and we thought it was time to take a closer look at what they are trying to do. Have...