articles by Ben MacNevin
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Losing Heart
Ben MacNevin
May 15, 2015
Resmed (ASX: RMD) has released the preliminary results of the Serve-HF trail for patients with Chronic Heart Failures. The trial identified an increased risk of cardiovascular mortality for patients that received ventilation therapy. Continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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How healthy is Medibank Private?
Ben MacNevin
May 11, 2015
Medibank Private (ASX: MPL) presented at the Macquarie Conference for the first time as a public company. Is the company doing enough to maintain a position in both funds? Continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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Focus on Fundamentals
Ben MacNevin
May 11, 2015
Readers that have been following our discussion on the prospects of Woolworths Limited (ASX: WOW) will be little surprised by the market’s reaction to its recent ‘Strategy Day’. This case study demonstrates that when it comes to investing, focus on the numbers rather than management commentary. Continue…
by Ben MacNevin Posted in Insightful Insights.
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NewCarSales.com?
Ben MacNevin
April 29, 2015
Carsales.com (ASX: CAR) is the leading marketplace for used car sales in Australia, but can it dominate the new car space? Continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights, Technology & Telecommunications.
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RBA: Liquidity, here today but tomorrow?
Ben MacNevin
April 22, 2015
The latest speech by the Governor of the Reserve Bank of Australia (RBA) is well worth a read. RBA speeches typically provide greater insights of issues considered by the Board, and it seems that the Bank is becoming increasingly concerned with the state of global financial markets. Continue…
by Ben MacNevin Posted in Financial Services, Insightful Insights.
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Wow, that’s cheap!
Ben MacNevin
April 17, 2015
In a follow-up to Russell’s popular blog post on the threat of Aldi to Woolworths and Coles, we are starting to see competitive responses from the incumbents – and whether they’re working. Continue…
by Ben MacNevin Posted in Companies, Consumer discretionary.
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Is it business as usual for IMF Bentham?
Ben MacNevin
April 13, 2015
In a class action funded by IMF Bentham (ASX: IMF), the Full Federal Court of Australia has ruled in favour of ANZ, arguing that late payments on credit card fees are not exorbitant or unconscionable. While IMF Bentham has announced its intentions to pursue the matter to the High Court, the implications of a high-profile loss would certainly be front of mind for investors in the company. Continue…
by Ben MacNevin Posted in Financial Services, Insightful Insights.
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Game theory (31/03/2015)
Ben MacNevin
March 31, 2015
by Ben MacNevin Posted in Video Insights.
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Bond Refugees
Ben MacNevin
March 28, 2015
Citi Research has observed that companies around the world are sacrificing investment and research expenditure to increase distributions to shareholders. Continue…
by Ben MacNevin Posted in Insightful Insights, Montgomery News and Updates.
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What Does The Future Hold For Healthcare?
Ben MacNevin
March 20, 2015
Having met with a CEO of a leading hospital in the United Kingdom, we were encouraged by the attitude of officials towards reforming their health care system. But what about the condition of health care in Australia? Continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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