articles by Ben MacNevin
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Resmed produces another solid result
Ben MacNevin
August 5, 2016
ResMed is a business we like. Our positive view of the company was reinforced when ResMed last week released a robust result for the fourth quarter of FY16. Its acquisition of cloud-based health solutions provider, Brightree, could produce an even stronger outlook. Continue…
by Ben MacNevin Posted in Companies, Health Care.
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Power plays
Ben MacNevin
July 26, 2016
In this week’s Video Insight Ben MacNevin comments on the dramatic spike in electricity and gas prices in the Eastern states of Australia.
by Ben MacNevin Posted in Video Insights.
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What’s the Go with Pokemon?
Ben MacNevin
July 15, 2016
You may be wondering why Pokemon is suddenly everywhere. Wasn’t that a fad 20 years ago? The popularity of the Pokemon Go app has not only turbo-charged Nintendo’s share price. It has also shown us, yet again, the significance of the ‘network effect’ – where a good or service becomes more valuable when more people use it. Continue…
by Ben MacNevin Posted in Companies, Editor's Pick, Technology & Telecommunications.
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Fallout from the Perfect Storm
Ben MacNevin
July 7, 2016
Despite Australia’s comparative advantage in natural gas reserves, domestic residents are likely to pay higher prices due to large-scale export contracts. AGL Energy warned about this perfect storm in 2013. Three years later, the storm has arrived, and the company is now feeling its effects. Continue…
by Ben MacNevin Posted in Energy / Resources.
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Can The Good Guys live up to their great expectations?
Ben MacNevin
July 6, 2016
The Good Guys are about to start a roadshow to canvas interest in an IPO, and management is talking up a boost in future store numbers. Prospective investors should consider whether a big store rollout is feasible in such a competitive market, and whether future stores will be as profitable as current ones. Continue…
by Ben MacNevin Posted in Companies.
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Is the ‘millionaires factory’ about to increase shareholder returns?
Ben MacNevin
June 30, 2016
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…
by Ben MacNevin Posted in Financial Services.
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Stocks We Like – Healthscope
Ben MacNevin
June 29, 2016
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.
Continue…by Ben MacNevin Posted in Health Care, Stocks We Like.
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The World’s Largest Employers
Ben MacNevin
June 17, 2016
CSLA has produced a table of the world’s biggest workforces to highlight how companies like Walmart, McDonald’s and Foxconn (a manufacturer of Apple products) are already moving towards large-scale automation. Continue…
by Ben MacNevin Posted in Editor's Pick, Technology & Telecommunications.
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Can Public Investors Grab a deal with The Good Guys?
Ben MacNevin
June 6, 2016
The Good Guys is reportedly on the market (again), but we wonder how much value is on offer for public investors? Continue…
by Ben MacNevin Posted in Consumer discretionary.
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Pleasing results for Fisher & Paykel Healthcare
Ben MacNevin
June 1, 2016
Fisher & Paykel Healthcare (ASX: FPH) reported pleasing numbers for FY16, but analysts that solely reference the company’s presentation may under appreciate the company’s earnings potential. Continue…
by Ben MacNevin Posted in Health Care.
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