Healius (HLS) is a leading healthcare company that operates three main segments – pathology, imaging, and day hospitals/IVF. Recent support has flowed from its involvement in COVID testing, the pathology unit hit the 3m tests milestone back in May. The emergence of the Delta strain signalling to some that testing is likely to remain a…
Integral Diagnostics (IDX) – Is a leading provider of medical imaging services in Australia and New Zealand. IDX provides state-of-the-art diagnostic services at 72 radiology clinics, including 26 comprehensive sites (which offer a greater suite of services). The business employs some of Australia’s leading radiologists and nuclear medicine specialists. IDX has quietly moved through the…
Johns Lyng Group (JLG) is a building services company that specialises in emergency construction works. Its core business centres around restoration of properties that have been damaged by insured events like floods and fire. Its client base is made up of insurance companies, local and state governments, and retail customers. Most (80%) of JLGs revenue…
Magellan Financial (MFG) – Is a specialist fund manager offering four core investment strategies – Global Equities, Global Listed Infrastructure, Sustainable, and Australian Equities (via Airlie Funds Management). The divisions target retail investors in Australia and NZ and institutional investors around the globe. The bulk of its revenues come from management fees which are derived…
I canvassed the Marcus Today Team this week asking what stock they would put into their own personal “One Stock Portfolio”. The answers were interesting. The question was based on our recent article about the ONE STOCK PORTFOLIO and our Member who turned $157,000 into $12m (now $15.3m) – Click below. Note that picking your one…
It’s all so short-term when you write daily. I sometimes go back to newsletters from a year or more ago and, with the knowledge of hindsight, read in minute detail the reaction to overnight events and realise that we look too closely at the market. Much too closely, because, as always with investment in hindsight,…
Endeavour Group (ASX: EDV) is the value release from Woolworths (WOW) and the biggest capital market transaction of the year with a $12bn valuation on listing. The split is as neat as they come with a one-for-one distribution of Endeavour shares to Woolworths shareholders. WOW will keep a 14.6% interest in EDV, and Bruce Mathieson…
Autosports Group (ASX: ASG) is best known for dealing in the luxury car market, representing brands like Aston Martin, Bentley, Lamborghini, Maserati, McLaren and Rolls-Royce. It has more than 40 retail businesses throughout Sydney, Melbourne, Brisbane and the Gold Coast. The new vehicle segment of the business made up the bulk of its revenues in…
Hansen Technologies (ASX: HSN) is a billing software provider that serves 600+ customers in over 80 countries. Most of its customers are in the utility space – think gas, electricity, water and communications industries. The company has been in focus recently following a deal with German telco provider, Telefonica, back in March. The agreement was…
This morning Betmakers (ASX: BET) bid for Tabcorp’s (ASX: TAH) wagering arm. It is part cash and part shares. It values the wagering business at $4bn. There is $1bn in cash and $3bn in BET shares. The number of shares that BET proposes to issue would be fixed at the time that any potential transaction…
