The best opportunity in healthcare
In this interview, I discuss the best long-term investment opportunities in the sector, which stocks I am cautious on, and what the future holds for the sector as a whole. Show More
Investors mutual
A quality smallcap with hard to replicate assets
Tox Free Solutions (Tox) operates industrial waste disposal facilities. Recently they acquired a company called Daniels, allowing entry into the healthcare sector. Simon Conn from Investors Mutual explained why he's been attracted to the company following this acquisition. “As the population ages and there are more people having more test... Show More
It's a grind out there
Simon Conn, Portfolio Manager at QV Equities (ASX:QVE), provides a sober assessment of recent trading conditions in investment markets and says he expects the environment to remain challenging. “From the small number of companies that have reported to date the feedback is that the economy is a grind. Costs in... Show More
Steadfast (ASX:SDF): A company that has caught our attention
Steadfast is an industry leader in insurance broking in Australia. It was established as a buying group for independent insurance brokers, in order to provide scale and bargaining power with major insurers. Unlike insurance companies themselves, Steadfast’s broking and underwriting businesses take no insurance risk on the company’s balance sheet.... Show More
GWA not priced for the upside
Simon Conn, Portfolio Manager at Investors Mutual, highlights GWA as one of the small cap stocks he has been adding to his portfolio. GWA is the owner of the Caroma, Australia’s leading vitreous china (toilets) brand. Conn points to Caroma’s strong market position with a share of between 60% -... Show More