As a Company that enjoyed elevated earnings from COVID testing during the pandemic, Sonic Healthcare (ASX:SHL) has emerged from COVID well. The base business margins are resilient and the balance sheet is stronger. This provides ample liquidity for capital management and further acquisitions. Likewise, its share price has recovered from its lows earlier this year after an impressive interim result for the six months to 31 December 2022 (1H23), With this in mind, we recently researched Sonic Healthcare in The …

Read MoreIs the upside already priced into Sonic Healthcare?

In mid-April, we researched Cleanaway Waste Management (ASX:CWY) in The Dynamic Investor and took a positive view on the shares. We felt that market concerns around management’s ability to manage labour shortages and rising costs were largely one-off and likely to have a muted impact on CWY’s competitive position. Further, we believed that the market was likely to shift its focus from short-term issues to the potential for margin expansion and attractive project economics from the Waste-to-Energy projects over the …

Read MoreTime to buy Cleanaway shares after being dumped?