Talking Top Twenty | Part 3: BHP & Fortescue

Continuing to work our way through the ASX20, this week we visit and review BHP Group (BHP.ASX) and Fortescue Metals Group (FMG.ASX).  ​Context: At TAMIM we remain of the view that, given the global impetus for an expansion of fiscal stimulus combined with substantial...

Talking Top Ten | Part 2: CSL, BHP & Wesfarmers

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 sure the...

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...

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