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Much has been written of Australia’s publicly-listed residential aged care providers of late. While seemingly a simple business in which operators provide accommodation and socially-imperative care for our elderly in return for a fee; the economics of these businesses are surprisingly complex. Continue reading
Macquarie Group (ASX: MQG) has earned its nickname by richly rewarding its executives through a high compensation ratio that some believe favours employees over shareholders. Now it seems that could be changing, with the balance starting to tip back towards shareholders. But does that make Macquarie a buy? Continue reading
Last Friday was an historical day. In a surprise result last Friday, a majority of Britons backed the campaign to Leave the European Union. After 4 decades the UK will now embark on a 2-year journey towards formalising its independence from the European Union. Continue reading
Australia’s population is ageing, yet the public and private hospital systems are growing at very different speeds. Public hospital beds grew by 1 per cent each year between 2010 and 2014, compared to 3 per cent annual growth in the private system. Increasing demand for hospital care will flow to operators that are expanding capacity, which means that major private hospital companies like Healthscope (ASX: HSO) and Ramsay Health Care (ASX: RHC) are well placed to grow earnings over the long term.
As a long-term investor I know our clients will do just fine if we own shares in companies able to reinvest capital at high rates of return. If I auctioned a $100 million bank account earning an enduring 20 per cent interest rate, I would receive more for it than a bank account with $10 million earning the same 20 per cent. Continue reading