articles by Ben MacNevin
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ACCC Gas Inquiry – A Triple Whammy
Ben MacNevin
March 10, 2016
We’ve previously warned of a perfect storm developing in Australia’s LNG market (see here and here). The ACCC’s investigation of this opaque sector is due next month, but its preliminary observations suggest it will be difficult to stop this storm from upending the market. Continue…
by Ben MacNevin Posted in Insightful Insights.
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Testing Times in Pathology
Ben MacNevin
February 25, 2016
Pathology businesses with extensive scale have attractive economics but their value is tempered by the power of a dominant payer. With tension between the Government and the listed Pathology providers set to intensify, we are watching the developments with keen interest. Continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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An ear to the ground
Ben MacNevin
February 18, 2016
Cochlear’s (ASX: COH) strong focus on innovation has resulted in 440,000 people wearing its products. Management is now considering how to leverage this large and enduring customer base while attracting new ones. Continue…
by Ben MacNevin Posted in Insightful Insights.
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Stocks we like – Fisher & Paykel Healthcare
Ben MacNevin
February 3, 2016
As the global commodity rout continues, investors are searching for sectors that can provide safe haven for their capital. Many are seeking exposure to the anticipated growth benefits of an ageing population, which has caused some healthcare stocks to trade at levels that are difficult to justify. Fisher & Paykel Healthcare (ASX: FPH) is one such company, whose NZ$8.50 share price is factoring in considerable earnings growth, but such is its prospects we feel the company may present reasonable value. Continue…
by Ben MacNevin Posted in Companies, Stocks We Like.
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What a year it has been!
Ben MacNevin
December 22, 2015
The Christmas break provides a great time to relax and take stock, so if you’re looking for things to explore over the summer, here is a collection of resources and tools I found particularly interesting in 2015, for both personal and investing purposes. Continue…
by Ben MacNevin Posted in Insightful Insights.
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The doctor will see you now
Ben MacNevin
December 16, 2015
Understanding behaviour across and within generations plays an important role with investing. We’ve discussed this recently with media usage, and today we’ll discuss how millennials are utilising health care. Continue…
by Ben MacNevin Posted in Insightful Insights.
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Anchoring bias
Ben MacNevin
December 1, 2015
We have previously observed that sell-side analyst valuations have a tendency to gravitate around share prices. Yet the anchoring bias to their own valuations can sometimes be just as strong, particularly when prices fall sharply, as is currently the case with Slater and Gordon. Continue…
by Ben MacNevin Posted in Insightful Insights.
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Vocation Education: A tough lesson
Ben MacNevin
November 26, 2015
Vocation Limited (ASX: VET), the troubled vocational education provider, has entered into voluntary administration. Continue…
by Ben MacNevin Posted in Insightful Insights.
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INSIDE SPECIAL – ANALYST NOTES
Ben MacNevin
November 5, 2015
In a recent blog post we outlined our investment thesis for Resmed (ASX: RMD), the medical device manufacturer. In a follow up to this piece we are pleased to share an internal review of Resmed’s first quarter results for 2016. We hope this provides an insight into our ongoing dialogue with investments.
Continue…by Ben MacNevin Posted in Companies.
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