This week we discuss a hidden gem on the ASX and one which we believe has the ultimate investment exposure in a Covid world. With the company only listing three months ago it is yet to receive much attention from fund managers and brokers, yet it is highly profitable...
Ron Shamgar
2 Dividend Yields: 1 Unloved, 1 Fair Value
This week we continue our look at dividend yielding stocks with two companies that make reasonable investment propositions. One rather unloved by the market, Aurizon Holdings Ltd (AZJ.ASX), and the other reasonably fair value, APA Group (APA.ASX), but both offering...
A Pair of Unloved Companies Due a Turnaround?
This week we look at two more unloved securities, CIMIC (CIM. ASX) and Service Stream (SSM.ASX). Both of them have been perhaps less than pleasant experiences for long-standing shareholders. With that in mind, is it potentially a good time to buy? After all, both of...
Australian Equity Portfolio Update | 5 Stocks
Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. This is an excerpt from the latest updates for the Australian equity strategies in the TAMIM Fund, you can access the full reports here: TAMIM Fund: Australia...
Is There Value In Holding the Junior Banks?
This week we look at two junior banks that currently sit within select income-oriented individually managed accounts at TAMIM. That is the Bank of Queensland (BOQ.ASX) and Bendigo and Adelaide Bank (BEN.ASX). This is a timely review given the RBA’s flip-flopping...
3 Likely Takeover Targets We Own
Three weeks ago Ron Shamgar was on the business channel Ausbiz discussing a number of companies we own with takeover appeal. One of them was rhipe (RHP.ASX). Last week RHP received a takeover bid at a 35% premium to when TAMIM bought in. This week we explain why we...
Australian Equity Portfolio Update | 7 Stocks
Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. This is an excerpt from the latest updates for the Australian equity strategies in the TAMIM Fund, you can access the full reports here: TAMIM Fund: Australia...
3 Potential Beneficiaries From a Resumption of Travel
This week we take a quick look at three companies that should benefit from borders reopening and the resumption of travel around the world. Typically, investors consider the Flight Centres (FLT.ASX) and Webjets (WEB.ASX) of this world when thinking of travel...
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...
A micro cap we don’t own… but we can see the potential
This week we will be talking about a little known Australian micro cap company, K2Fly (K2F.ASX). K2F is an enterprise software company that is looking to capitalise on a major transformation in the mining industry. K2F offers SaaS (software as a service) solutions...
Redbubble (RBL.ASX): How we bought and why we sold
This week we take a look at one of our top performing investments from the last year, a stock we wrote about on multiple occasions. This week we would like to explain our investment journey; why we backed the company then, our entry and exit prices and ultimately what...
Talking Top Twenty | Part 2: The Banks – NAB & ANZ
As promised, this week we continue to look through some of the key highlights, and my notes, on the top end of the market. The securities this week are NAB and ANZ. National Australia Bank (NAB.ASX NAB has started off in stellar fashion this year with the key...