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...
Ron Shamgar
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...
7 Stocks | Australian Equity Portfolio Update
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...
A Surging Virus, Wirecard & The Over-Profitable – Opportunities Are Appearing
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...
Talking 2 Top Telcos | Part 2
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...
Talking 2 Top Telcos | Part 1
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...
August 2019 Reporting Season Highlights – Part 2
Ron Shamgar takes a look at a selection of stocks - some good, some bad - following reporting season. Highlighting the important numbers and what to look for going forward, this is a must read for keen Aussie investors This week we once again highlight some of our...
August 2019 Reporting Season Highlights – Part 1
Ron Shamgar takes a look at a selection of stocks - some good, some bad - following reporting season. Highlighting the important numbers and what to look for going forward, this is a must read for keen Aussie investors. This week we highlight some of our...
5 Key Characteristics of a Great Investment | Ron Shamgar
This week we take a look at what makes a business an attractive investment opportunity and examine what we look for in our search for the next opportunity. Here are some key points to look out for: 1 - The ultimate revenue model There is nothing like waking up in the...
Konekt (KKT.ASX) – A stand out Small Cap
This week the Small Cap team present a brief investment thesis for Konekt (KKT.ASX), one of their favourite holdings. Summary: In our search for under-valued high quality ASX listed smaller companies we occasionally come across an opportunity which truly stands out...
Can the ASX keep climbing?
There has been much commentary surrounding the ASX breaking through the 6,000 barrier. This week Guy Carson weighs in and looks at whether the run can continue or not. A lot has been made over the last month about the ASX 200 breaking through the 6,000 barrier. In...
Small Cap October 2017 AGM Season Update
This week the TAMIM Australian Equity Small Cap team review some of the more interesting take aways from the November AGM season as it relates to their portfolio. Konekt Limited (KKT.ASX) Market cap: $52m AGM date: 16 November 2017 Workplace services provider Konekt...