ASX:MPL

MEDIBANK PRIVATE LIMITED

Stuart Jackson

Medibank recently said the health insurance industry has seen more structural change in the last 18 months than it saw in the preceding 18 years. This is likely to continue in coming years with the proportion of Australians with private hospital cover falling to its lowest level in 10 years.... Show More

Anthony Aboud

It seems everyone out there wants to invest in the hot new thing. You mention a company which has “big data,” “cloud computing infrastructure,” “artificial intelligence,” “machine learning,” “robotics,” and investors go weak at the knees. In the current environment, investors want to buy the latest and greatest technology players.... Show More

Romano Sala Tenna

Viva’s listing on the 13th of July was less than overwhelming, opening at $2.43 and closing the day at $2.40 - versus its issue price of $2.50. At $4.8bn, it was the largest IPO since Medibank, and the largest non-Government IPO in Australia’s history. And this would appear to be... Show More

Vince Pezzullo

Today, markets are now thinking about risk rather than what’s on the upside. They’re asking, “what multiple am I paying and what am I going to get from that multiple?”. One way to protect the downside, is to make money on the buy. So, if you get a reasonable multiple,... Show More

Buy Hold Sell
Buy Hold Sell

After looking at the five most-tipped stocks from our survey, this week we put on our contrarian hats and review the most overlooked big caps from the list. These are the stocks that barely got a mention at all in the 2700 responses to the survey. Sometimes the best deals... Show More

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

Vince Pezzullo

Medibank is one of Australia’s largest private health insurers, with a current market share of approximately 27%. We built a position in the second half of 2016 when concerns about rising claims costs and management change resulted in valuations which we believed were attractive. Show More

NAOS Asset Management

As part of the NAOS investment process, we pay particular attention to the comments made by company CEO’s and business leaders in order to gain a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view... Show More

James Gerrish

As we consider different areas to allocate funds into the current market weakness potential tax loss selling should definitely be considered as June slowly evolves. The ASX200 is up almost 6% for the calendar year hence there will not be the number of candidates which would typically be available in... Show More

Buy Hold Sell

It's been a dream run for equities recently, with indices steadily floating higher. This week, however, volatility returned and investors got a sniff of reality. With this in mind, we’ve asked our panel to focus on stocks that possess strong defensive characteristics. Show More

Morgans Financial Limited

In this presentation, Vince Pezzullo, Deputy Head of Equities for Perpetual Equity Investment Company (PIC), reviews the portfolio including its largest position, Woolworths: “Woolworths had a decent first half. We’re actually surprised at the speed of the turnaround. It’s been quite remarkable in the space of nine months.“ He also... Show More