James Gerrish

Yesterday’s momentum to the downside certainly continued through to today’s session as the local market opened strongly lower despite the UK & US markets both trading higher overnight. The ASX200 traded to a 2-week low early in the afternoon before staging a decent recovery over the last few hours including... Show More

Mark Tobin

MedAdvisor (MDR: ASX) operates in the healthcare IT space, specifically in improving the interaction between pharmacies, patients, drug manufacturers, doctors, and government. MDR provides a fully digital end to end experience for handling medical scripts for prescribed medication, primarily targeting chronic conditions which require ongoing medication management. Show More

Simon Mawhinney

Sigma is a wholesaler of pharmaceutical products. It acts as an intermediary distributor that buys drugs from manufacturers and sells them to the pharmacies that ultimately dispense these drugs to Australians in need. Some of these pharmacies operate under one of Sigma’s banners (see Figure 1), while others are independently... Show More

Richard Coppleson

Of the profit warnings this year, 81% of them have been "downgrades". I have found some really interesting observations that I’ll mention through this note that are worth being aware of, before then discussing the main 15 "Positive" Profit Warnings in 2017. Show More

Mathan Somasundaram

Local market was smacked down on the open before making a slight recover…market reducing exposure before US goes into a long weekend…Memorial Day on Monday. The best performers were Gold, Property and Utilities while Energy, Miners and IT were the worst trading was in play…bond yields fell as well.... Show More