This week we will be looking at the US cannabis industry and talking about a stock in the ‘picks and shovels’ side of the industry, a real blue jeans to miners story. US cannabis stocks have been in a relentless bear market, hovering near all-time lows despite the...
Stock Insight
Talking Top Twenty: CSL (CSL.ASX), Wesfarmers (WES.ASX) & Woolworths (WOW.ASX)
Continuing our Talking Top Twenty series, this week we take a look at a pair of retailers, Woolworths (WOW.ASX) and Wesfarmers (WES.ASX), and a biotech giant in CSL (CSL.ASX). Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX) Talking Top...
Talking Top Twenty: BHP (BHP.ASX) & Fortescue (FMG.ASX)
This week we continue our run through the Top Twenty by looking at the miners, beginning with BHP Group (BHP.ASX) and Fortescue Metals Group (FMG.ASX). Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX) Talking Top Twenty: National Australia...
The Forgotten Metal: Two Stocks to Watch
This week we will be writing about an underappreciated metal that is crucial to the energy revolution and shift to electrification. Regardless of your position on the timeframe, just about anyone could tell you that electric vehicles are the way of the future. The...
A Founder-Led Company: Always Something to Look For
This week we will be talking about founder led businesses and why they tend to outperform. A number of the companies in our portfolios are founder-led; it is a factor we consider when assessing a company. So, we decided to dive deeper into what is driving their...
Talking Top Twenty: National Australia Bank (NAB.ASX) & ANZ (ANZ.ASX)
This week we continue with the Talking Top Twenty series by rounding out the Big 4 banks, looking at National Australia Bank (NAB.ASX) and Australia and New Zealand Banking Group (ANZ.ASX). Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX) To...
The Semiconductor Stock Behind Your Semiconductor Stock
This week we will be visiting the world of semiconductors and looking at why the equipment providers may be a compelling way to gain exposure to the sector. We are currently in the midst of a massive global shortage of semiconductors at a time when demand is...
1 Stock for the Energy Infrastructure Overhaul
This week we look at a contracting company that provides infrastructure services to the energy industry. The company should also be well positioned to benefit from the shift toward clean energy. Contracting companies typically trade at low multiples due to their low...
1 Healthcare Company Making the Magic Happen
This week Ron Shamgar takes a look at an expanding healthcare services company that has traded well despite a tough operating period; a stock that could also potentially be interesting from an M&A perspective. Author: Ron Shamgar Monash IVF Group (MVF.ASX) MVF is...
Reporting Season: IVE Group (IGL.ASX) & Capitol Health (CAJ.ASX)
With reporting season now over, investors can take the time to review the results. Stocks will often take time to rerate after the release of a good result as they can get lost amongst hundreds of others. This week we will talk about IGL’s results and why we believe...
Reporting Season: Probiotec (PBP.ASX) & Healthia (HLA.ASX)
This week we will continue looking at reporting season with a look at two companies that saw challenging trading conditions in the half as a result of Covid-19 impacts and explain why their outlook for FY22 is strong. Many companies saw tougher trading conditions but...
Reporting Season: Webcentral (WCG.ASW) & SRG Global (SRG.ASX)
Continuing on with our reporting season notes, we will cover a few more of our key holdings across TAMIM’s Australian equity portfolios. There has been increased uncertainty across markets as geopolitical tensions in eastern Europe have come to a head alongside...