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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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- POSTED IN Health Care.
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More signals that the property market may have peaked
Roger Montgomery
October 28, 2016
As we have written before, signals are everywhere. Pay attention to them, and you won’t need to wait for data to confirm that a trend has changed. Which brings us to the latest signals from our property market. Continue…
by Roger Montgomery Posted in Property.
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Could a regulatory change affect Crown and Star casinos?
Stuart Jackson
October 27, 2016
As investors, we are always interested in companies with a barrier to competition from other firms. However, we need to be mindful that, sooner or later, the barrier can start coming down. Take the gaming industry. It seems to be well insulated from competition by government regulation. But there could be a danger in relying on such barriers to entry. Continue…
by Stuart Jackson Posted in Companies.
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MEDIA
Inflection point
Roger Montgomery
October 27, 2016
In this interview with Ross Greenwood, Roger discusses Australia’s relationship with China and the future of private health insurance.
by Roger Montgomery Posted in Radio.
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A step down in the healthcare sector
Tim Kelley
October 25, 2016
Our investment style is focused around value and quality, which are concepts that work well over long stretches of time, but can have very mixed performance over shorter periods of time. This week we discuss the materials and healthcare sectors.
by Tim Kelley Posted in Video Insights.
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