We have been bearish on Healthscope (HSO) for a while. Having fallen quite a bit in the last year, especially compared to other healthcare stocks, is it now time to jump in? Whilst new projects are considered low-risk and high return, the extent to which the market is prepared to factor in the future positive earnings contribution from these are tempered by the more immediate challenges faced by the core Hospitals division. This points to the potential for HSO to …

Read MoreIs Healthscope the last buying opportunity left in healthcare stocks?

In a recent research report to clients, we took a fundamental and technical look at Westfield Corporation (WFD). With the stock having fallen from $11 to the low $8’s in less than a year, could this be an opportunity to buy a top 20 stock in a market where valuations elsewhere are starting to look stretched? Here is an extract from our research. In terms of recent guidance for FY17, WFD expects Funds from Operations (FFO) to be in the …

Read MoreIs Westfield now cheap enough to buy?