ASX:RHC

Big versus Small Company Investing

Hugh Dive

Over the past twelve months small companies (as measured by the ASX’s Small Ordinaries) have returned 22%, outperforming large caps (ASX Top 100) by almost 10%. This has led to numerous articles in the financial press claiming that small is beautiful and that investors should look beyond large Australian companies... Show More

Two tech small-caps to watch

Clime Asset Management

With reporting season now behind us we have gained a more complete picture of how all of our portfolio holdings have performed for the first half of 2018. While some have disappointed relative to expectations, there were two standout small-caps within the technology space that comfortably exceeded forecasts. Here we... Show More

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15 stocks to watch following reporting season

Alex Cowie

The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many hundreds of reports, and to also process views gleamed from the ensuing company roadshows. Reporting season can thus generate a long... Show More

Ramsay’s health deteriorating

Charlie Aitken

Ramsay's result showed that private hospital operators continue to work in a challenging environment where top-line growth is moderating significantly whilst cost pressures continue to mount. Sales growth in RHC’s Australian operations moderated to 4.3% year-on-year, whilst the French and UK operations went backwards. At the same time the quality... Show More

Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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