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...
ASX Small Cap
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...
Reporting Season: SWM.ASX & MNY.ASX
Over the next few weeks we will be providing commentary on half yearly results for some of our key holdings. During February companies report their half yearly results for the period ending December 31st while also providing an outlook for the full year results....
3 Picks for an Inflationary Environment
2022 hasn’t started like most people were hoping with January being the worst start to a year on record, the S&P500 being down -11%, at one point. The ten largest stocks on the index were down -20% at one point and the average Nasdaq stock was down -50%. In...
1 Stock We Believe Is A Clear Takeover Target
Ron Shamgar lays out the investment thesis for a stock he believes will soon be the subject of a takeover offer. ClearView (CVW.ASX) Note: This investment thesis was originally circulated to clients on 9 December 2021. CVW remains a position in TAMIM Australian...
1 Aussie POS Software Company Poised to Crack the US
This week we are looking at a small cap company that is providing software solutions to the hospitality sector while also expanding into overseas markets with huge addressable opportunities. The company has a market cap of only $100m and has mostly gone unnoticed to...
1 Stock to Benefit from Electrification, Autonomy & Sharing
This week we will be visiting a stock in our Global Mobility portfolio that is poised to benefit from the themes of electrification and autonomy. While these thematics are well known and are well covered, most investors look to only a few select stocks to benefit from...
The Payments Stock We Think the Market Has Got Wrong
This week we will be writing about one of our core holdings, one that the market hasn’t been very optimistic about. In doing this we will look at why we think the market has this one wrong. Sometimes the best opportunities come from running toward the fire and...
Smart Money Is On This Payments Company
Over the past few weeks we have been covering stocks we believe are poised to benefit from the ongoing reopening of Australia and New Zealand. This week we will be writing about a small cap payments company that should be a huge beneficiary of this reopening...
A Diamond in the Retail Rough
This week we’re looking at a small cap retail stock that is offering investors a concentrated bet on the reopening theme. In 2020 we saw a huge shift in sentiment towards stocks that were benefiting from a covid-19 environment. Companies such as Pushpay (PPH.ASX) and...
2 Financial Services Stocks Being Overlooked
This week we are writing about a pair of financial services companies that are growing, have tailwinds and are trading at what we believe to be bargain prices. In the wake of the 2019 Royal Commission we have seen huge changes in the Australian financial services...