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?
Home Depot reaffirmed its financial guidance for the 2023 fiscal year. This included a sales decline of between 2% and 5%, an operating margin of between 14.0% and 14.3% and an earnings-per-share (EPS) decline of between 7% and 13%.
Aussie Broadband Ltd (ASX: ABB), Hello World Travel (ASX: HLO) and EML Payments (ASX: EML) have stood out as 3 ASX small caps showing strong results in the recent reporting season, writes TAMIM's Ron Shamgar.
In today’s Money Morning…it’s been a tough 18 months…but it’s not 2008 here…a bet I’m willing to take and am positioning for accordingly…individual analysis matters…and more…
Helloworld surges by 8% in share price off the back of the travel industry’s return, with the company’s transactions compounding 206% on the year before.
Global worries and the surprise resignation of NSW Premier Gladys Berejiklian took a heavy toll on the Australian share market, starting the month of October with an unwelcome fall of 2%.