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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... 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... 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... 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... 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... 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... 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... 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... 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...
Talking Top Ten | Part 2: CSL, BHP & Wesfarmers
A Look Under the Hood | 3 Stocks That Were Up 40% in July
Talking Top Ten: The Banks
7 Stocks | Australian Equity Portfolio Update
Nextera Energy: Having your Cake and Eating it?
The Logical Next Step To Prolonging The Resources Boom?
A Surging Virus, Wirecard & The Over-Profitable – Opportunities Are Appearing
Talking 2 Top Telcos | Part 2
Talking 2 Top Telcos | Part 1
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... 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... 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... 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... 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... 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... 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... 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... 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...
Talking Top Ten | Part 2: CSL, BHP & Wesfarmers
A Look Under the Hood | 3 Stocks That Were Up 40% in July
Talking Top Ten: The Banks
7 Stocks | Australian Equity Portfolio Update
Nextera Energy: Having your Cake and Eating it?
The Logical Next Step To Prolonging The Resources Boom?
A Surging Virus, Wirecard & The Over-Profitable – Opportunities Are Appearing
Talking 2 Top Telcos | Part 2
Talking 2 Top Telcos | Part 1
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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.