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Apr 5, 2024 | 
livewiremarkets.com | Ron Shamgar
Take Leicester City Football Club's improbable Premier League title win in the 2015-2016 season as a prime example of winning against all odds. Leicester's triumph of perseverance and determination in the face of seemingly insurmountable challenges. Leicester’s team defied the dominant football giants with far greater financial resources to find themselves at the top of the league after it was nearly relegated the previous season.
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Mar 15, 2024 | 
raskmedia.com.au | Ron Shamgar
Ron Shamgar of TAMIM Asset Management talks about how retail discretionary stocks outperformed during inflation. Will the cost-of-living crisis persist, placing overwhelming strain on stretched households, or can consumer resilience endure? The Australian consumer has navigated a complex landscape over the past 12-18 months.
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Mar 14, 2024 | 
livewiremarkets.com | Ron Shamgar
Over the last 12 months you could have been forgiven for expecting ASX retail businesses to capitulate. Market sensitive announcements with trading updates from retailers across the country were being released, downgrading earnings expectations and setting the scene for lacklustre results. Negative sales growth expectations from Baby Bunting (ASX: BBN) saw the share price sold off heavily.
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Mar 7, 2024 | 
livewiremarkets.com | Ron Shamgar
The final six months of 2023 presented a challenging backdrop with prevailing macroeconomic conditions and a sense of uncertainty. Anticipations for the earnings season until the end of December were initially subdued. Despite this, the period delivered results that exceeded expectations, particularly for several companies within the TAMIM portfolio. In general, we had a strong reporting period. Companies looking to cut costs are now starting to show the results of those measures.
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Mar 3, 2024 | 
livewiremarkets.com | Ron Shamgar
While these ASX small caps are a drop in the ocean compared to the earnings anticipation of global behemoth NVIDIA Corporation (NASDAQ: NVDA) the below-mentioned companies continue to produce exceptional results in the face of challenging environments. This report examines three notable companies within the TAMIM Small Cap Income portfolio that have recently reported strong results.
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Mar 3, 2024 | 
livewiremarkets.com | Ron Shamgar
In a market captivated by megacaps like Nvidia (NASDAQ: NVDA) and the allure of AI, our focus remains steadfast on the fruitful terrain of ASX small and mid caps. Two recurring themes have emerged in our portfolio: unearthing small-to-mid-sized businesses with improving fundamentals that have either been overlooked or remain unrecognised, and identifying potential takeover targets within this group.
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Feb 14, 2024 | 
livewiremarkets.com | Ron Shamgar
As company earnings reports roll in, investors will see multiple examples of why it pays to be an optimist and to ignore apocalyptic forecasts. For much of late 2022 and 2023, the media was fixated on rising interest rates and the potential of a damaging recession. As a result, while some retailers had seen share prices recover strongly as the world emerged from the pandemic, the momentum reversed as increased costs and slowing sales emerged.
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Feb 8, 2024 | 
livewiremarkets.com | Ron Shamgar
Firstly, the pandemic-induced restrictions significantly curtailed the operations of casinos, gaming venues, and related establishments, causing a temporary dip in revenue for many gaming companies. Yet, as the world steadily emerges from these constraints, an anticipated surge in consumer engagement with gaming activities is expected to fuel sector recovery. Moreover, the shift towards online and mobile gaming during lockdowns has accelerated a trend that was already gaining momentum.
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Feb 1, 2024 | 
livewiremarkets.com | Ron Shamgar
EML Payments Ltd (ASX: EML) has indeed charted a tumultuous course over the last five years, captivating investors with its roller-coaster share price and stirring the investment community with its complex structure and bold acquisitions. Peaking at an enviable high of over $5 in April 2021, the company's valuation has since experienced a significant recalibration, prompting diverse perspectives and intense scrutiny.
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Dec 20, 2023 | 
livewiremarkets.com | Ron Shamgar
Volpara Health Technologies (ASX: VHT) shares rocketed 41% on last Thursday to $1.10 following a takeover offer from Lunit Inc for $1.15 per share. Lunit, recognising the potential of Volpara and acknowledging its impressive results, has proposed a substantial premium. Back in August we covered Volpara’s positive market update where the company showed its quality with strong cash receipts and positive operating cash flow.
