Insights

Research insights from the trail
Buy Hold Sell: 5 healthcare stocks under the microscrope

Buy Hold Sell: 5 healthcare stocks under the microscrope

Healthcare is often viewed as a good defensive place to invest because it is relatively insensitive to economic cycles. Over the past 12 months the healthcare index has outperformed the market by ~19% led by a stellar performance from heavyweight CSL.

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Buy Hold Sell: 5 defensive stocks

Buy Hold Sell: 5 defensive stocks

The selloff that started in early September has gathered pace to put the Australian share market into correction territory, wiping out 12 months’ worth of gains. With risks elevated, it’s time to look for defensive businesses that can grow their earnings regardless of the business cycle.

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Two golden shorting rules

Two golden shorting rules

Firetrail’s Portfolio Manager, James Miller outlines ways to obtain short exposure through managed funds in Australia, and also two of the golden rules that we follow at Firetrail when uncovering opportunities for stocks to short.

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Three reasons shorting can benefit your investment returns

Three reasons shorting can benefit your investment returns

Shorting opportunities are abundant – every year there are stocks that fall, despite the return of the overall market. By researching and identifying the catalysts for these stock declines, shorting can be a significant contributor to alpha in your portfolio.

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Timing is everything

Timing is everything

Is timing the equity market a lucrative investment strategy? If you time it to perfection, the answer is certainly yes. However, in practice the information and skill required to time the market with the accuracy required to add value consistently is challenging at best.

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Why technology is making or breaking companies

Why technology is making or breaking companies

Terms such as big data, artificial intelligence and machine learning are being used more frequently by companies around the globe. While many are talking technology, in our experience, the winners will continue to be focused management teams using data to drive shareholder returns.

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Why M&A is set to boom in Australia

Why M&A is set to boom in Australia

The GFC was a decade ago. Since then, companies have focused on cost control and balance sheet repair to drive shareholder returns. From here on, we strongly believe that companies around Australia are set to embark on M&A to grow faster.

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