As promised, this week we continue to look through some of the key highlights, and my notes on the top end of the market (by market capitalisation). The securities this week are CSL, BHP, and Wesfarmers. CSL Ltd (CSL.ASX) This is one company with which we’re...
Stock Insight
A Look Under the Hood | 3 Stocks That Were Up 40% in July
Kevin Smith takes a look at one long-term holding and two more recent acquisitions, all of which performed very well in July 2020, each stock rising by more than 40% for the month. High volatility has been a feature of the equity markets in the region during the past...
Talking Top Ten: The Banks
This week we go through some of the notes and key highlights from the top end of the market. A disclaimer before reading further, this is the first part of my notes on the top ten securities by market capitalisation. Please note, this does not necessarily mean that...
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...
Nextera Energy: Having your Cake and Eating it?
Infrastructure companies are essential providers of facilities and structures for the effective operation of a business, state, or economy. They are indispensable to sustainable growth and enjoy stable demand, growing profitability and provide above average yields to...
The Logical Next Step To Prolonging The Resources Boom?
This week we continue our exploration of the energy thematic and look at another (perhaps misunderstood) sector, nuclear, and the potential for uranium as an investment. First let me start with a disclaimer, since I am particularly passionate about this topic it might...
A Surging Virus, Wirecard & The Over-Profitable – Opportunities Are Appearing
This week we take a look at some of our current (and former) portfolio holdings and the impact recent developments both here and overseas have had on their prospects going forward, we see potential as future opportunities for investors. US Virus Outbreak/Surge The US...
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...
August 2019 Reporting Season Highlights – Part 2
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 This week we once again highlight some of our...
August 2019 Reporting Season Highlights – Part 1
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. This week we highlight some of our...
5 Key Characteristics of a Great Investment | Ron Shamgar
This week we take a look at what makes a business an attractive investment opportunity and examine what we look for in our search for the next opportunity. Here are some key points to look out for: 1 - The ultimate revenue model There is nothing like waking up in the...