ResMed (ASX: RMD) has released its second quarter result for 2014, and once again it was a tale of two cities: the top line growth disappointed, while the bottom line growth impressed. So, amid these two opposing forces, which direction will the company likely take? Continue…

by Ben MacNevin Posted in Health Care, Insightful Insights, Manufacturing.

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Corporate Travel Management (ASX: CTD) has discovered a profitable niche in the Australian corporate market, and has grown its Total Transaction Value (TTV) from $316 million to $1.44 billion in five years. To continue this growth, it will need to take on the “mega” travel agencies, but is there room at the top? Continue…

by Ben MacNevin Posted in Insightful Insights.

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The share market is notorious for generating noise which can cloud your investment decisions. Be it a “hot pick” you hear from a friend, or trying to decipher financial jargon, investing in equities can seem overwhelming. Yet it needn’t be. You are entirely capable of identifying companies that can outperform over the long term if you focus on three key factors. Continue…

by Ben MacNevin Posted in Insightful Insights.

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Mermaid Marine (ASX: MRM) is one of Australia’s largest marine services providers. The company has performed very well in the last five years on a wave of capital expenditure into the domestic oil and gas sectors. But is this growth likely to continue?

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by Ben MacNevin Posted in Companies, Insightful Insights.

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Insurance Australia Group (ASX: IAG) has offered Wesfarmers (ASX: WES) $1.845 billion to acquire its insurance division. Wesfarmers expects to record a pre-tax profit of $700 million on the transaction, but is the purchase just as lucrative for IAG? Continue…

by Ben MacNevin Posted in Companies, Insurance.

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As Dick Smith prepares to re-enter the public domain, it may be worthwhile comparing the company with JB Hi-Fi to understand the sustainability of its transformation. Continue…

by Ben MacNevin Posted in Companies.

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Andrew Huszar managed the first round of the Federal Reserve’s Quantitative Easing program, purchasing $1.25 trillion of mortgage-backed securities from 2009 to 2010. The former Morgan Stanley managing director has penned an opinion piece in the Wall Street Journal that questions the efficacy of the program. Continue…

by Ben MacNevin Posted in Economics.

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Resmed recently released its results for the September quarter – the first period to fully reflect the significantly lower reimbursement rates independent distributors of Resmed’s products receive from Medicare in the US. While this disruption in the market was anticipated and widely known, the fall in Resmed’s sales was greater than expected. Continue…

by Ben MacNevin Posted in Companies.

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Freelancer.com is the world’s largest freelancing, outsourcing and crowdsourcing marketplace. The company boasts an impressive 10 million users and 5 million projects. We wonder whether Freelancer.com has a network economy similar to other successful online marketplaces, such as Seek (ASX:SEK), REA Group (ASX:REA) and CarSales.com (ASX:CRZ)? Continue…

by Ben MacNevin Posted in Companies.

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