BUY HOLD SELL recommendations
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…
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…
Mineral Resources (ASX: MIN) is more than your average miner with a few divisions under the umbrella. It recently presented at the Bank of America mining conference and highlighted that it is a leading pit-to-port mining services provider, a top-five lithium miner with joint ownership of the largest hard rock lithium deposit, and the fifth-biggest…
A lovely subscriber wrote in and requested that I take a look at Uniti Group (ASX: UWL) – so here goes. UWL is a diversified provider of telco services that has been covered by Chris in Chart of The Day and put in as a trade in the TRADING IDEAS section of the newsletter. It…
