articles by Ben MacNevin
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Healthscope vs Ramsay Health Care
Ben MacNevin
November 12, 2014
Healthscope (ASX: HSO) and Ramsay Health Care (ASX: RHC) hotly contested the Northern Beaches hospital tender at Sydney’s Frenchs Forest, with Healthscope emerging victorious. Should Ramsay shareholders be concerned? Continue…
by Ben MacNevin Posted in Health Care, Insightful Insights, Montgomery News and Updates.
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Fear takes flight
Ben MacNevin
November 3, 2014
SARS, bird flu and swine flu had a material impact on global financial markets, yet the long-term impact on economies and businesses was relatively minor. Even though there is a precedent of pandemics passing relatively quickly (this is not to downplay the value of lives that were lost), it is unsurprising to see the volatile response of financial markets to the Ebola outbreak. Continue…
by Ben MacNevin Posted in Insightful Insights.
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A compelling case (28/10/2014)
Ben MacNevin
October 28, 2014
by Ben MacNevin Posted in Video Insights.
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Checking up on: Ramsay Health Care
Ben MacNevin
October 23, 2014
Managing hospitals is a tough gig. The Government and private health insurers exert considerable influence in setting the price for each procedure, which means that hospital operators must have a complete focus on limiting costs in order to maximise earnings. Ramsay Health Care Ltd (ASX: RHC) has excelled in this environment, but we wonder if further margin expansion is possible? Continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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RBA’s AUD expectations
Ben MacNevin
October 14, 2014
Guy Debelle, an Assistant Governor at the Reserve Bank of Australia, recently discussed the prospect of a violent sell-off in markets. His use of the word “violent” is bold, given the RBA is known for its nuanced language. It was his discussion regarding investor reactions which we found most interesting. Continue…
by Ben MacNevin Posted in Economics, Insightful Insights.
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CSL plans for expansion
Ben MacNevin
October 10, 2014
CSL has announced a $450 million investment to expand its global production capacity. Continue…
by Ben MacNevin Posted in Companies, Health Care, Insightful Insights, Value.able.
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Retail trends
Ben MacNevin
October 7, 2014
The Australian Bureau of Statistics (ABS) has released retail trade data for August 2014. A single data point is not very meaningful, so instead we thought we’d draw on the deep pool of data available to explore long-term trends. Continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights.
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Aussie dollar exposure
Ben MacNevin
September 26, 2014
Team Montgomery has long warned the Australian dollar, at near parity to the US dollar, has a fair bit of downside risk (see here, here and here). With that hypothesis now playing out – and commentators starting to crow – you may be wondering which companies may benefit from a stronger US dollar. Continue…
by Ben MacNevin Posted in Foreign Currency, Insightful Insights.
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Our process in practice
Ben MacNevin
September 16, 2014
Today’s blog post is an example of our investment process in practice, the result of which has enforced our commitment to investing in quality companies with bright prospects at attractive discounts to our estimates of their intrinsic value. Continue…
by Ben MacNevin Posted in Insightful Insights, Intrinsic Value, Investing Education, Montgomery News and Updates.
