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...
Australian Equities
Guest Views: Nufarm (NUF.ASX)
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...
The Forgotten Stocks of the Green Transition: Recycling
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...
Talking Top Twenty: Macquarie Group (MQG.ASX) & Telstra Corporation (TLS.ASX)
This week we continue our Talking Top Twenty series by looking at Macquarie Group (MQG.ASX) and Telstra (TLS.ASX). Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX) Talking Top Twenty: National Australia Bank (NAB.ASX) & ANZ (ANZ.ASX)...
Talking Top Twenty: CSL (CSL.ASX), Wesfarmers (WES.ASX) & Woolworths (WOW.ASX)
Continuing our Talking Top Twenty series, this week we take a look at a pair of retailers, Woolworths (WOW.ASX) and Wesfarmers (WES.ASX), and a biotech giant in CSL (CSL.ASX). Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX) Talking Top...
Talking Top Twenty: BHP (BHP.ASX) & Fortescue (FMG.ASX)
This week we continue our run through the Top Twenty by looking at the miners, beginning with BHP Group (BHP.ASX) and Fortescue Metals Group (FMG.ASX). Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX) Talking Top Twenty: National Australia...
A Founder-Led Company: Always Something to Look For
This week we will be talking about founder led businesses and why they tend to outperform. A number of the companies in our portfolios are founder-led; it is a factor we consider when assessing a company. So, we decided to dive deeper into what is driving their...
Talking Top Twenty: National Australia Bank (NAB.ASX) & ANZ (ANZ.ASX)
This week we continue with the Talking Top Twenty series by rounding out the Big 4 banks, looking at National Australia Bank (NAB.ASX) and Australia and New Zealand Banking Group (ANZ.ASX). Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX) To...
1 Healthcare Company Making the Magic Happen
This week Ron Shamgar takes a look at an expanding healthcare services company that has traded well despite a tough operating period; a stock that could also potentially be interesting from an M&A perspective. Monash IVF Group (MVF.ASX) MVF is a leader in the...
Reporting Season: IVE Group (IGL.ASX) & Capitol Health (CAJ.ASX)
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...
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...