articles by Ben MacNevin
-
Why you won’t gain much from prostheses price reform
Ben MacNevin
October 28, 2016
The Australian Government has announced it will cut the cost of thousands of medical devices, from pacemakers and lenses to knees and hips. It claims its prostheses price reform will “take pressure off private health insurance premiums”. But looking behind the numbers, it’s hard to get too excited. Continue…
by Ben MacNevin Posted in Health Care.
- save this article
- POSTED IN Health Care.
-
More things can happen than will happen
Ben MacNevin
October 14, 2016
Investing is an exercise in assessing the likelihood and impact of different futures, yet political campaigns are an exercise in championing a very specific future. So let’s pause to consider one future that is capturing the attention of many investors: the adoption of more protectionist trade policies in the United States. Continue…
by Ben MacNevin Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
Should value investors make use of news alerts?
Ben MacNevin
October 7, 2016
At 4:47pm on Monday, 3 October, Bloomberg flashed an alert – “Henderson Group News Demand Jumps; Stock Little Changed”. Fifteen minutes later, the $US6 billon merger of Henderson and Janus Capital was formally announced. It was a reminder of the power of big data analytics for share traders. Continue…
by Ben MacNevin Posted in Companies.
TaggedHenderson (HGG)- save this article
-
POSTED IN Companies.TaggedHenderson (HGG)
-
Ramsay remains in rude health
Ben MacNevin
September 29, 2016
The Montgomery funds have emerged from reporting season with a new investment – Ramsay Health Care (ASX: RHC). Ramsay is one of the top private hospital operators in the world. It’s been a stellar performer on the ASX and, in its recent financial report, signalled more solid growth to come.
Continue…by Ben MacNevin Posted in Companies, Editor's Pick, Stocks We Like.
TaggedHealthscope (HSO), Ramsay (RHC)- 7 Comments
- save this article
- 7
-
POSTED IN Companies, Editor's Pick, Stocks We Like.TaggedHealthscope (HSO), Ramsay (RHC)
-
Healthscope: On Time, On Budget, Encore!
Ben MacNevin
September 23, 2016
Healthscope is investing heavily in its hospitals to accommodate Australia’s growing demand for health care. Its 2016 full year result indicates they’re well on track to deliver margin expansion and strong earnings growth over the coming years. Continue…
by Ben MacNevin Posted in Companies.
TaggedHealthscope (HSO)- save this article
-
POSTED IN Companies.TaggedHealthscope (HSO)
-
Going up! The rise and rise of Australia’s gas prices
Ben MacNevin
September 16, 2016
The laws of supply and demand would suggest that Australians, sitting on bountiful gas reserves, should be enjoying cheap gas prices. But that’s not the case. Continue…
by Ben MacNevin Posted in Energy / Resources.
TaggedACCC, gas- 2 Comments
- save this article
- 2
-
POSTED IN Energy / Resources.TaggedACCC, gas
-
Why you need to know the difference between target price and intrinsic value
Ben MacNevin
September 8, 2016
Analysts at investment banks and broking firms regularly issue a Target Price for the companies they follow. At Montgomery, we prefer to look at the Intrinsic Value of a business. There’s a key difference between the two metrics, which some investors may not understand. Continue…
by Ben MacNevin Posted in Investing Education.
- 6 Comments
- save this article
- 6
- POSTED IN Investing Education.
-
After a big price drop, is IPH now a buy?
Ben MacNevin
September 2, 2016
IPH (ASX: IPH) was one of 2014’s hottest floats. It listed at $2.10 and peaked at $9.34 in February 2016. But with its share price now below $5.50, does IPH present an investment opportunity? Continue…
by Ben MacNevin Posted in Companies.
- save this article
- POSTED IN Companies.
-
Can JB Hi-FI Grab a Bargain at The Good Guys?
Ben MacNevin
August 22, 2016
JB Hi-Fi has made no secret of its desire to snap up The Good Guys. The fact that its share price is trading at a premium to consensus suggests it will not only bid successfully for The Good Guys, but get it for a good price too. But big questions hang over both the success of the bid, and what price they will pay. Continue…
by Ben MacNevin Posted in Companies, Consumer discretionary.
- save this article
- POSTED IN Companies, Consumer discretionary.
-
A False Start with Carsales’ Result
Ben MacNevin
August 9, 2016
Carsales (ASX: CAR) announced solid growth in its core business for 2016, yet it was news concerning its rival CarsGuide that initially caught the market’s attention. Continue…
by Ben MacNevin Posted in Companies, Technology & Telecommunications.
