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At TAMIM, we’re dedicated to empowering investors with knowledge to effectively manage their retirement futures. Our Market and Stock Insights cover various segments to keep you updated on the latest trends, strategies, and news affecting your investments. Explore our wealth of insights across different categories to stay ahead in the evolving landscape of investments.
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This week we have a trio of guest contributors. All three were given an ASX-listed stock to write briefly on; the stock in question is former market darling The a2 Milk Company (A2M.ASX). The a2 Milk Company (A2M.ASX) Source: Google Finance View #1 As America’s... This week we have a pair of guest contributors. Both were given an ASX-listed stock to write briefly on; the stock in question is agricultural Nufarm (NUF.ASX). Nufarm (NUF.ASX) Source: Google Finance View #1 Nufarm, and more broadly the agriculture sector is going... This week we continue looking at needs not wants; companies that provide critical services that people need rather than want. We are using this theme to highlight companies that are best positioned for inflation with some even set to benefit from higher interest... This week we look at a new government in Canberra and what, if any, are the implications for markets? Before proceeding into what is intrinsically a divisive topic, we’ll start with the conclusion, the answer is the implications are negligible. Some context As market... This week we return to the recycling theme touched on a couple of weeks back. Last time we spoke about an Australian recycling company benefiting from industry tailwinds and participating in the circular economy. This time we dive into the fundamental problems we... One of the greatest privileges of being in this business is the ability to talk to other investors on a daily basis and understand the pulse of the market. Right now the pulse seems to be confusion, not necessarily fear. Confusion breeds uncertainty which can paralyze... Over the past few years investors that owned the much-coveted “FAANG” stocks would have been amongst the most popular people in the room. Fast forward to today and the NASDAQ is down -26% YTD; Facebook, now known as Meta Platforms (FB.NASDAQ), alone is down over -40%... This week we will be talking about the recycling industry, a segment that we don’t believe is spoken about enough in this age of environmental reform. Similar to our recent article on tin, recycling seems to be a forgotten factor that investors are overlooking. We... Robert Swift takes some time to look at portfolio allocation in the context of the current global climate; now focussing on investing in the 'needs' and not 'wants'. Most risk assets have had a decent fall this year. Long overdue and somewhat predictable perhaps but,...
Guest Views: The a2 Milk Company (A2M.ASX)
Guest Views: Nufarm (NUF.ASX)
Needs Not Wants: A Stock to Benefit from Rising Rates
Election 2022: Much Ado About Nothing For The Investor?
Sorting Through: A Recycling Stock to Separate Out
Investing in Uncertain Times: Keep It Simple
Forget FAANGs, It’s Time to QUAKE
The Forgotten Stocks of the Green Transition: Recycling
Needs Not Wants?
This week we have a trio of guest contributors. All three were given an ASX-listed stock to write briefly on; the stock in question is former market darling The a2 Milk Company (A2M.ASX). The a2 Milk Company (A2M.ASX) Source: Google Finance View #1 As America’s... This week we have a pair of guest contributors. Both were given an ASX-listed stock to write briefly on; the stock in question is agricultural Nufarm (NUF.ASX). Nufarm (NUF.ASX) Source: Google Finance View #1 Nufarm, and more broadly the agriculture sector is going... This week we continue looking at needs not wants; companies that provide critical services that people need rather than want. We are using this theme to highlight companies that are best positioned for inflation with some even set to benefit from higher interest... This week we look at a new government in Canberra and what, if any, are the implications for markets? Before proceeding into what is intrinsically a divisive topic, we’ll start with the conclusion, the answer is the implications are negligible. Some context As market... This week we return to the recycling theme touched on a couple of weeks back. Last time we spoke about an Australian recycling company benefiting from industry tailwinds and participating in the circular economy. This time we dive into the fundamental problems we... One of the greatest privileges of being in this business is the ability to talk to other investors on a daily basis and understand the pulse of the market. Right now the pulse seems to be confusion, not necessarily fear. Confusion breeds uncertainty which can paralyze... Over the past few years investors that owned the much-coveted “FAANG” stocks would have been amongst the most popular people in the room. Fast forward to today and the NASDAQ is down -26% YTD; Facebook, now known as Meta Platforms (FB.NASDAQ), alone is down over -40%... This week we will be talking about the recycling industry, a segment that we don’t believe is spoken about enough in this age of environmental reform. Similar to our recent article on tin, recycling seems to be a forgotten factor that investors are overlooking. We... Robert Swift takes some time to look at portfolio allocation in the context of the current global climate; now focussing on investing in the 'needs' and not 'wants'. Most risk assets have had a decent fall this year. Long overdue and somewhat predictable perhaps but,...
Guest Views: The a2 Milk Company (A2M.ASX)
Guest Views: Nufarm (NUF.ASX)
Needs Not Wants: A Stock to Benefit from Rising Rates
Election 2022: Much Ado About Nothing For The Investor?
Sorting Through: A Recycling Stock to Separate Out
Investing in Uncertain Times: Keep It Simple
Forget FAANGs, It’s Time to QUAKE
The Forgotten Stocks of the Green Transition: Recycling
Needs Not Wants?
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TAMIM Asset Management is a boutique investment firm that provides a variety of investment solutions tailored to our clients’ needs, with a commitment to safeguarding their wealth. At TAMIM we delivering expert solutions across equities, property & credit
Stay Informed with TAMIM Stock Insights
TAMIM Asset Management provides market and stock insights for general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal situation, and may not be suitable for you.