SONIC HEALTHCARE LIMITED
2019 has started on a bright note with the ASX 200 closing out the March quarter up 9.5%, the best quarter since September 2009. The sharp bounce has left many wondering where to from here. Our short-term view reflects a more cautious outlook as we think the upside has been priced... Show More
Champion Stocks all have a long term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time.Therefore, we are not particularly concerned about the current year’s... Show More
February results were broadly in-line despite ongoing systemic risks (housing slowdown, weak consumer, intensifying regulatory and political risk). Capital management upside was dominated by Resources, while Industrials appear to be holding back some dry powder given their challenging outlook, themes we recently discussed in this wire. Show More
In this wire, we share Bell Potter's most favoured stocks for 2019 with a brief description of each company. We also recap key market events, the current investing environment, and our market outlook. Show More
The market rounded out the week the same way it started with a soft day’s trade resigning the index to a poor week, down -1.4%. The banks & resources took a hit on trade fears as another Canadian national was detained in China. It appears the trade truce has only... Show More
The market stumbled into the close today, despite some reasonable overseas news flow and market leads. The ASX200 opened around flat on the day, before climbing its way to a solid 28point / 0.5% gain at its 1PM peak before some nervy investors took some money off the table throughout... Show More
Despite a soft US lead, the local index opened higher and didn’t really look back today, particularly in the last few hours of trade where the bulk of the rally happened. There was no real news to drive the market higher, at least nothing that hit the boards in the... Show More
Most people are familiar with the concept of compound interest when it comes to term deposits where one can earn interest on interest by continuing to roll over a term deposit several times. However, many investors do not relate the concept of compounding to their investments in the sharemarket. Show More
A year ago we wrote an article about ‘5 CEOs Who Tick All the Boxes’ based on the ASX listed CEOs who we thought showed similarities to Tom Murphy. For those unfamiliar, Tom Murphy was the once in a lifetime CEO of US media conglomerate Capital Cities who started out... Show More
These Champion Stocks all have a long-term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Show More
In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including QBE Insurance, Sonic Healthcare, Origin Energy, Telstra Corp, Treasury Wine Estates, ASX, Iluka Resources and Downer EDI with links through to more detailed reports. Show More
These Champion Stocks all have a long term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Show More
In the travel sections of newspapers there frequently appear articles with titles such as Top 7 Overseas Travel Scams (and How to Avoid Them). However, Atlas see the biggest cause of Australians losing money overseas is not pickpockets, dodgy taxi drivers, or pre-damaged rental jet skis, but rather ill-conceived offshore... Show More
These 9 Champion Stocks all have a long-term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Show More
In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Sonic Healthcare (SHL), Origin Energy (ORG), Suncorp (SUN), South32 (S32), ASX (ASX) and Telstra (TLS) with links through to more detailed reports. Show More
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
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
In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Stockland (SGP), CSL (CSL), Woodside Petroleum (WPL), Computershare (CPU), Origin Energy (ORG), Seek (SEK), Dexus Property Group (DXS), Sonic Healthcare (SHL), Iluka Resources (ILU) and Westfield Corp (WFD) with links through to... Show More
In this video, Anton Tagliaferro, Chief Investment Office at QV Equities, reflects back on reporting season with Commsec’s Tom Piotrowski. While it is always tempting to look for unifying trends, Anton reports that not much has changed in the last five years. It is simply those companies dealing with the... Show More
Primary Healthcare’s Net operating cash flow was down 39.3% to $90.4m. Outlook: “As a result of HY 2017 trading, the subdued environment reflected in the Medicare data, and ongoing uncertainty over Government policy and regulations, Primary now expects underlying NPAT for FY 2017 to be in the range of $92... Show More