Health Care
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Value emerges when you least expect it
Roger Montgomery
November 15, 2016
As any adherent to professional value investing will attest, the practice in Australia has been challenging in 2016. For a length of time that we’d prefer not to dwell on, we have rued the broad lack of opportunities. As a result, Montgomery portfolios have not been fully invested, even as our funds have grown.
continue…by Roger Montgomery Posted in Health Care.
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Why it’s so hard for the government to lower health care costs
Ben MacNevin
November 11, 2016
Each year, health care spending chews up an increasingly large chunk of state and federal budgets. This trend is clearly unsustainable. Which is why the Australian government is conducting multiple reviews of the system in the hope of providing more efficient and cheaper care. So, should we put our faith in the efficacy of these reviews?
by Ben MacNevin Posted in Health Care.
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Look beyond the panic selling: Healthscope is a great long-term story
Roger Montgomery
November 4, 2016
Last month, Healthscope (ASX:HSO) announced it had experienced slower-than-expected hospital revenue growth for the quarter. The announcement prompted a wave of selling, with the share price falling around 30%. Does this present a buying opportunity? Given the metrics of the private hospital industry, we think so.
continue…by Roger Montgomery Posted in Health Care, Stocks We Like.
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After the plunge, is it time to dive in for Healthscope?
Roger Montgomery
October 31, 2016
When the share price of Healthscope plunged 30% in October, we received numerous queries from many of our thousands of investors and readers. In short, they were asking: after a price dive like that, what did we think about the business now? continue…
by Roger Montgomery Posted in Editor's Pick, Health Care.
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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.
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Sirtex goes from strength to strength
Scott Shuttleworth
August 26, 2016
Sirtex Medical (ASX: SRX) has just reported its FY16 results, and they were pleasing on every metric. We recently commented on the firm’s sales growth which the market took the news badly and subsequently the price of the firm’s shares fell. continue…
by Scott Shuttleworth Posted in Health Care.
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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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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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Could CSL be worth more than $150 a share?
Scott Shuttleworth
June 3, 2016
CSL Limited (ASX: CSL) is a global developer and manufacturer of plasma-derived therapies for various diseases and disorders. We’ve blogged on CSL previously (see here) and for the most part, the story hasn’t changed. continue…
by Scott Shuttleworth Posted in Companies, Health Care.
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Is this a minor stumble for Sirtex?
David Buckland
June 2, 2016
The confession season continued with Sirtex Medical Limited (ASX: SRX) reducing their “anticipated dose sales performance in the EMEA (Europe, the Middle East and Africa) and APAC (Asia Pacific) regions during the second half”. continue…
by David Buckland Posted in Health Care.
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