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Ben, Chris and Tom continue to construct their “one stock from each sector” portfolios, choosing their top picks from the consumer discretionary, consumer staples, and healthcare sectors this week. Six down, six to go. Get more insights and stock ideas from the Marcus Today with a 14-day free trial to our newsletter. CLICK HERE to get started
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…
This week the boys begin to construct their “one stock per sector” portfolios, following on from the “one stock portfolio” idea with a bit of friendly competition to keep it interesting. Kicking things off we hear some insight into their preferred companies from each of the resources, industrial, and energy sectors. Get more insights and…
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…
SECTOR TRENDS MONITOR The Transport sector topped the charts in the last week thanks to a bid for SYD. Shareholders are advised to hold on in case someone (Macquarie) launch a counter-bid. Energy topping the tables in the wake of the OPEC+ debacle. Defensive sectors starting to perform as the market tires and tops. Consumer…
What “Post-it notes” will we wish someone had put on our screen in 12-months time? This week On the Desk the team give their thoughts and pitch a few left-field ideas that make for a fun discussion. Chris poses a couple of questions to Tom and Ben without notice, and we outline an idea that…
Welcome to another session ‘On the Couch’. This week, Henry catches up with the Co- Founder of EMVision, Scott Kirkland. EMVision is a ASX listed Sydney company bringing portable and accessible devices for stroke patient treatment both in a hospital setting and the next step in ambulances. Fast decisive action in stroke victims is imperative…
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…
A harmless question in the office sparks debate about the polarising one stock portfolio. Tune in for Ben, Tom, and Chris’ top three picks and the sectors that they expect to outperform in the next 12-months. Get more insights and stock ideas from the Marcus Today with a 14-day free trial to our newsletter. CLICK HERE…
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…
