articles by Ben MacNevin
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The Chase for Quality
Ben MacNevin
May 26, 2016
Global share markets have experienced years of structural tailwinds, benefiting active and passive fund managers alike. But if these tailwinds begin to abate, which we think is likely, it’s important to understand why active managers like Montgomery are better positioned to deliver returns to clients than passive managers. Continue…
by Ben MacNevin Posted in Insightful Insights, Investing Education.
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The Perfect Storm has Arrived
Ben MacNevin
May 14, 2016
Incitec Pivot (ASX: IPL) has just written down the value of its fertiliser plant in Queensland by $106 million due to higher gas prices – the perfect storm in Australia’s LNG market has arrived. Continue…
by Ben MacNevin Posted in Insightful Insights.
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Separating the Hospital Data
Ben MacNevin
May 9, 2016
As the population ages more Australians will feed through the hospital system, so to understand how the system may handle this inflow it pays to look at how different age groups are currently treated. Continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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Stocks We Like – IMF Bentham
Ben MacNevin
April 28, 2016
Markets will typically pay a premium for a company depending on growth expectations, and then management is burdened with meeting these expectations, however rosy they may be. It’s rare then to find a company, which has attractive growth prospects, which are not being valued by the market. IMF Bentham (IMF) is one such company, which has laid the foundation for long-term growth, but the market seems focused on its short-term underperformance.
Continue…by Ben MacNevin Posted in Companies, Insightful Insights, Stocks We Like.
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Is the Cloud Getting Crowded?
Ben MacNevin
April 21, 2016
The Commonwealth Bank of Australia (ASX: CBA) has announced a deal with Workday to provide enterprise software via the cloud. We consider the implications for TechnologyOne (ASX: TNE), the Australian-listed enterprise software provider. Continue…
by Ben MacNevin Posted in Insightful Insights, Technology & Telecommunications.
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Saving Private Buy-In
Ben MacNevin
April 8, 2016
A proposal was raised last week for the Government to remove the Private Health Insurance rebate and reinvest the funds into public hospitals. While the ongoing inflation of medical claims and insurance premiums is a pressing concern, these actions would likely exacerbate the Government’s future financial commitment. Continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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Humans versus machines (30/03/2016)
Ben MacNevin
March 30, 2016
by Ben MacNevin Posted in Video Insights.
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Incremental ROE
Ben MacNevin
March 23, 2016
Return on Equity (ROE) is a powerful metric to assess the value of a company, but investors must be careful to distinguish between Incremental ROE and Overall ROE with forward projections. Continue…
by Ben MacNevin Posted in Insightful Insights.
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Co-Payments 2.0
Ben MacNevin
March 18, 2016
Last week The Australian reported St John of God plans to introduce a co-payment of up to $50 for pathology services in response to the Government’s proposed rebate cut. In attempting to reduce the rate of reimbursement by $1.40 to $3.40 per test, the Government may have inadvertently given the industry power to set prices, and at a much higher level. Continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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