Michael Gable is an expert guest commentator for the Finance News Network. This video is dated 26 September 2016. Click on the image below to access the video: Make sure you bookmark our main blog page and come back regularly to check out the other articles and videos. You can also sign up for 8 weeks of our client research for free! Disclaimer: The information in this article is general advice only. Read our full disclaimer HERE.
The share price of ResMed (RMD) has shed almost 10 per cent since the start of August. It’s now trading on a P/E of ~20x, compared to ~24x around the time of their fiscal year result. There are however some concerns in the market about an expected impact on gross margins from pricing pressure from its US customers. There was little gross margin growth in FY16, and this, along with new products/positive testing results seem to be the key catalysts for the stock – …
This post formed the basis of an article which then appeared in the Australian Financial Review on 14 September 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. A number of acquisitions in the last few years has seen Vocus emerge as a national telecommunications infrastructure provider. After merging or acquiring M2 Group, Amcom, and most recently Nextgen, Vocus has grown into a $4.7B company. Its only real competitors now are TPG …
Michael Gable is an expert guest commentator for the stock market newsletter thebull.com.au. This post is an extract from the newsletter dated 12 September 2016. You can access the full version of the article HERE. BUY RECOMMENDATIONS Gateway Lifestyle Group (GTY) Offers designer homes in a community environment. After its full year results, GTY was sold off in response to conservative guidance. We expect the company to make new acquisitions, which should be positive for the share price going forward. We believe a low …
Michael Gable is an expert guest commentator for the Finance News Network. This video is dated 12 September 2016. Click on the image below to access the video: Make sure you bookmark our main blog page and come back regularly to check out the other articles and videos. You can also sign up for 8 weeks of our client research for free! Disclaimer: The information in this article is general advice only. Read our full disclaimer HERE.