Tech Stocks

Is There New Life In This ASX Technology Company?

Is There New Life In This ASX Technology Company?

The COVID-19 era witnessed unprecedented growth in technology stocks, fueled by government stimulus packages and historically low interest rates. This perfect storm of economic conditions created a fertile ground for a risk off attitude with tech companies a...

Power Play: Investing In Energy For Innovation

Power Play: Investing In Energy For Innovation

  Power Play: Investing In Energy For Innovation Date: 24/4/2024 As technology strides forward, the world's energy demands have skyrocketed, with artificial intelligence (AI) at the forefront of this surge. This escalation poses significant challenges and...

Stock Spotlight: Unearthing Value in eBay

Stock Spotlight: Unearthing Value in eBay

Stock Spotlight: Unearthing Value in eBay 28/3/2024 This week we put a spotlight on a company in the Global High Conviction Strategy at TAMIM Asset Management, led by Portfolio Manager Robert Swift. While it may not be the first company that springs to mind, it should...

Tech Talk: WAAAX Off, Task On

Tech Talk: WAAAX Off, Task On

Tech Talk: WAAAX Off, Task On 18/3/2024 While international headlines have been dominated by the "magnificent seven," the ASX has previously harboured its own notable tech stocks encapsulated within the WAAAX acronym. ​   The WAAAX group, composed of WiseTech...

Market Leaders: Why We Own Microsoft

Market Leaders: Why We Own Microsoft

Market Leaders: Why We Own Microsoft 12/3/2024   ​Microsoft is a business most readers will be familiar with. In fact, many will likely interact with products owned by the software giant daily. Office 365 programs such as Word and Teams are ubiquitous in...

Retirees are Staying with Stocks

Retirees are Staying with Stocks

The Wall Street Journal recently published a personal finance column entitled “America’s Retirees Are Investing More Like 30-Year-Olds'' that showed a marked change in the investment preferences of older Americans. In particular, it showed a strong trend towards a...

Dotcom 2.0 for Small Caps…

Dotcom 2.0 for Small Caps…

Bank of America Merrill Lynch (BofA) recently published a research paper showing that small cap stocks are now trading at a 20-year low versus their large-cap peers. In fact, the only other time in the last 50 years that small cap stocks were this cheap relative to...

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