Companies
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Are you banking on heavy weights?
Roger Montgomery
July 20, 2015
For some time the team at Montgomery have been reporting on the risks to the relative competitive position of the major banks including doing so prior to the publication of David Murray’s Financial System Inquiry (FSI) report. continue…
by Roger Montgomery Posted in Companies, Financial Services, Insightful Insights.
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Small cap series – Senetas Corporation Limited
Scott Shuttleworth
July 17, 2015
Last week we discussed Integrated Research Limited (ASX: IRI), a small cap stock with a pleasing track record of performance. Several readers mentioned they would like to hear our comments on Senetas Corporation Limited (ASX: SEN). continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Medibank Warms Up For The Big Dances in 2016
Stuart Jackson
July 16, 2015
On 2 July 2015, Medibank Private (ASX:MPL) announced that it will end its contract with Calvary Health Care from the end of August. This followed a number of press articles discussing the issue being released in prior weeks.
Medibank is refusing to pay for any patient readmissions within 28 days of a procedure, except in the case of chronic heart failure, chronic obstructive pulmonary disease, cancer and palliative care. continue…
by Stuart Jackson Posted in Companies, Health Care, Insightful Insights.
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Sizzle to Fizzle
Ben MacNevin
July 15, 2015
When valuing businesses, it is standard practice for analysts to assume that a business will grow at a constant rate forever. Yet this assumption is deeply flawed, as decline is an inevitable part of every business life cycle – just look at Sizzler Restaurants. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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Sirtex Update – Part 2
Russell Muldoon
July 13, 2015
The last time we provided an update on Sirtex Medical Limited (ASX: SRX), we signed off our note on the release of their Preliminary SIRFLOX Study Result as follows:
“We have held the view that a clear benefit exists when SIR-Spheres Microspheres (SIRT) – Sirtex’s core medical device – is used for the treatment of inoperable liver cancers, over the current standard of care modalities (chemotherapy), and all that today’s announcement tells us is that it does.”
That was clearly a contrarian view at the time. Shares of Sirtex where facing some pretty aggressive selling from other investors, who either did not agree with us, or simply did not understand what was being presented to them and the likely impact on the businesses future prospects. continue…
by Russell Muldoon Posted in Companies, Health Care, Insightful Insights.
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Should you buy CSL?
Scott Shuttleworth
June 26, 2015
CSL Limited’s (ASX: CSL) share price has strengthened in recent years (appreciating from below $30 to over $90), supported by the firm’s consistent approach to dividend policy and a steady commitment to share buybacks.
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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Who’s going to be top of the charts this year?
Scott Phillips
June 25, 2015
It’s interesting to look back at the last 22 years of asset class returns and wonder how nice it would have been to be invested in last year’s winning asset class!
by Scott Phillips Posted in Companies, Insightful Insights, Investing Education.
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The soft stuff is the hard stuff
David Buckland
June 23, 2015
The former great supermarket, petrol, liquor and hardware group Woolworths Limited (ASX: WOW) is paying McKinsey $45 million for management advice. After reading an interview in the Weekend Australian with Paul Simons, who ran Woolies for an extraordinarily successful two decades until 1994, I think Ralph Waters and the Woolies Board will soon come to the realisation “the soft stuff is the hard stuff”.
by David Buckland Posted in Companies, Insightful Insights.
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Corporate confessions season
Stuart Jackson
June 22, 2015
Corporate confessions can require multiple rounds of penance from the market. continue…
by Stuart Jackson Posted in Companies, Insightful Insights.
- 4 Comments
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Gas Inquiry
Ben MacNevin
June 19, 2015
In 2013 we attended a presentation by AGL Limited (AGL) which immediately caught our attention; a “perfect storm” for gas customers was likely to hit in 2016. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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