Podcasts about pro medicus

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX flat Pro Medicus win Transurban cuts Orica jumps Toyota trouble Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Wall Street closed lower on Friday as hotter-than-expected personal spending inflation data and US trade policy uncertainty dampened investor sentiment. The Dow Jones fell 1.7% on Friday, the S&P 500 lost 1.97% and the tech heavy Nasdaq ended the day down 2.7%.On Friday U.S. core personal consumption expenditures price index came in hotter-than-expected for February with a rise of 2.8% and 0.4% MoM indicating persistent inflation across consumer spending.Over in Europe on Friday, markets in the region closed lower as global market sentiment declines on trade and tariff uncertainty. The STOXX 600 fell 0.77%, Germany's DAX and the French CAC each lost 1%, and, in the UK, the FTSE100 ended the day flat.Across Asia on Friday, Trump tariff threats continue to keep investors on edge in the region which led to a negative day across the board on Friday. Japan's Nikkei lost 1.8%, South Korea's Kospi index ended the day down 1.9%, Hong Kong's Hang Seng fell 0.65% and China's CSI index ended the day down 0.44%.Locally to end the week the ASX edged 0.2% higher to end a volatile trading week as Trump's tariffs cloud economic outlook on a global scale. Despite the turbulence, the ASX200 posted a 0.6% gain for the trading week last week as a 2.55% rally for the financial sector and 2% gain among energy stocks offset weakness among the rate sensitive sectors of REIT and Tech stocks.Packaging group Orora took the biggest hit on Friday with an 8% decline after the French Competition Authority announced a review into industry-wide anticompetitive practices, which includes into Saverglass, a European bottle maker that Orora acquired in 2023.Paladin Energy fell a further 4.1% on Friday after the uranium producer retracted its 2025 production guidance due to unseasonably heavy rainfall in Namibia in recent times, which is where Paladin's Langer Heinrich mine is located.What to watch today:Ahead of Monday's trading session here in Australia, the SPI futures are anticipating the ASX will open the day down 1.13%.On the commodities front this morning oil is trading 0.8% lower at US$69.36/barrel, gold is up 0.94% at US$3084.35/ounce and iron ore is up 0.07% at US$102.43/tonne.The Aussie dollar has weakened against the greenback to buy 62.80 US cents, 94.27 Japanese Yen, 49.03 British Pence, and NZ$1.11.Trading Ideas:Bell Potter has decreased the 12-month price target on Pro Medicus (ASX:PME) from $330/share to $280/share and maintain a buy rating on the leading medical imaging company after Bell Potter's analyst completed a review into the timing of new contract installations and their subsequent impacts on revenue over the coming years. The downgrade in PT is due to downgrades in FY25 and FY26 EPS expectations from the analyst following the review into the contract installations.And Trading Central has identified a bullish signal on Telstra Group (ASX:TLS) following the formation of a pattern over a period of 17-days which is roughly the same amount of time the share price may rise from the close of $4.23 to the range of $4.31 to $4.35 according to standard principles of technical analysis.

The market has had a solid run over the past five days but today snapped that winning streak closing slightly lower. Laura and Stevie reflect on this positive run and the impact that tariff conversations may have played in the end to the rally. They reflect on the performance of the sectors with energy and mining doing their part to keep the market aloft, and they talk through the attention grabbing stocks including Pro Medicus and Healius. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Pro Medicus has been a star on the market, and another deal in the US is setting it up for even more market gains. MARKET WRAP: ASX200: up 0.90%, 8,245 GOLD: $2,872 US/oz BITCOIN: $148,527 AUD Qantas shares up another 5% to $9.99. Harvey Norman lifted 4.2% after a leading broker suggested they may be back challenging JB Hi Fi soon. NextDC bounced of 52 week lows, up 3.6%, but still well of its high of $18.59 Pro Medicus lifted 3.2% after it signed a $40 million contract with a US radiology provider The looming cyclone threat in northern NSW and QLD hurt insurance stocks, with Suncorp down 2.3% and IAG down 0.6% Dominos Pizza went ex dividend today, shares weaker by 2.7% Clarity Pharmaceuticals fell more than 10% after reporting their weaker than expected results CURRENCY UPDATE: AUD/USD: 62.20 US cents AUD/GBP: 49.40 pence AUD/EUR: 59 Euro cents AUD/JPY: 93 Japanese yen AUD/NZD: 1.11 NZ dollars See omnystudio.com/listener for privacy information.

Wall St started the new trading week sharply lower as investors brace for the impact of Trump's tariffs on Mexico and Canada, of which come into effect on Tuesday US time. The Dow Jones fell 2.1%, the S&P500 lost 2.3% and the tech-heavy Nasdaq ended the day down a sharp 3.2%. Investor hopes of a last-minute deal to prevent the tariffs from going ahead were dashed in afternoon trade after President Trump reiterated the 25% levies on imports from Mexico and Canada will go ahead from Tuesday. Companies that face a direct hit from the tariffs tumbled yesterday including Ford and General Motors.Over in Europe on Monday, markets closed higher as defence stocks continue to surge amid renewed spend in the sector. The STOXX 600 rose 1.1%, Germany's DAX rose 2.6%, the French CAC added 1% and, in the UK, the FTSE 100 ended the day up 0.7%.Across the Asia region on Monday, markets mostly rose as investors awaited clarity on Trump's tariff plans. Japan's Nikkei rose 1.7%, Hong Kong's Hang Seng rose 0.44%, Taiwan's Taiex index fell 1.3% and China's CSI index closed down just 0.04%.Locally on Monday the ASX started the new trading month in the green with the key index posting a 0.9% rise at the closing bell and all sectors ended the day higher led by Energy stocks rising 2.02%. The positive market sentiment comes ahead of a wave of tariff implications out of the US commencing this week which is set to shake up market returns and outlook, while we are also bracing locally for the latest slew of economic data with the GDP reading out later in the week. The energy rally on Monday was amid investor outlook for the price of oil to rise when tariffs on Mexico and Canada come into effect as they are two major exporters of crude.Embattled casino operator Star Entertainment Group shares were suspended on Monday following a trading halt after the company failed to lodge accounts to the ASX for reporting season.Medical imaging giant Pro Medicus jumped 3.2% on Monday after the company signed yet another deal to roll out its core imaging tools. The deal worth $40m is with US radiology provider LucidHealth and will see Pro Medicus devices and systems rolled out throughout the LucidHealth network.What to watch today:Ahead of Tuesday's trading session here in Australia the SPI futures are anticipating the ASX will open the day down 1.35% following Wall Street's tumble overnight.On the commodities front this morning oil is trading 2.3% lower at US$68.16/barrel, gold is up 1.11% at US$2888.53/ounce and iron ore is down 0.21% at US$106.90/tonne.The Aussie dollar has weakened against the greenback to buy US$0.62, 92.84 Japanese Yen, 49.13 British Pence and NZ$1.11.Trading Ideas:Bell Potter has maintained a buy rating on Harvey Norman (ASX:HVN) and have raised the 12-month price target on the home goods giant to $6.00/share following the release of 1H25 results including some key beats in the Australian franchising division and also in the NZ operations. Single digit earnings growth across most metrics was reported and the analyst increased the 12-month price target due to multiple catalysts near-mid-term such as improving sales trends and the growing AI movement.And Bell Potter has slightly increased the 12-month price target on Bub's Australia (ASX:BUB) to 15.5cps and maintain a hold rating on the infant formula producer following the release of the company's 1H25 results including net revenue growth of 24% to $48.5m, EBITDA of $0.5m compared to a loss of $6.8m in the PCP, and outlook for net revenue target for FY25 of $102m. The analyst sees Bub's continues to make inroads into the US however remains cognisant of the potential impact of tariffs (if any).

The allure of small-cap investing is undeniable. The chance to find an overlooked gem that can skyrocket is real, but the risks are just as high. Illiquidity, limited analyst coverage, and varying investor strategies create opportunities—but also traps. Success stories like Pro Medicus and Netwealth prove the potential, yet the volatility can be brutal. Steve Johnson, CIO at Forager Funds, knows this world well. In the latest episode of The Rules of Investing, he shares his journey from investment newsletters to funds management and reveals the small caps he's backing for future growth. Don't miss it!

The local market closed 0.2% higher on Friday, buoyed by a strong rally for the consumer staples sector amid strong results out of TWE and investors buying up the supermarket giants on Friday. For the week, the ASX posted a gain of 0.52% as industrials and the consumers stocks rallied, while healthcare stocks took a 3.75% hit over the 5-trading days.Reporting season ramped up on Friday with Avita Medical soaring 11% after the company announced a guidance range of $158m to $167m for commercial revenues in 2025, while GQG rose 5.9% after doubling net inflows to the half year to December.Hearing device specialist Cochlear on the other hand fell 13% on Friday after downgrading profit guidance for FY25 due to weaker services contribution and increased cloud-related investment, despite the company posting a 5% rise in sales in H1 to $1.17bn.In the US on Friday, markets closed mixed on Friday despite investors gaining certainty around Trump's tariff plans and fresh economic data signalling the US inflation story is not running hot as was previously feared. The Dow Jones fell 0.4%, the S&P500 fell just 0.01% and the Nasdaq ended the day up 0.41%. For the week, each of the major averages posted a gain. The latest US inflation reading out last week showed core inflation rose more than expected in January by 0.4% MoM, and 3.3% YoY, while the overall inflation rate rose to 3% YoY, while retail sales in the US fell 0.9% in January MoM, which was more of a decline than the markets were expecting.Across the European region on Friday, markets pulled back from record highs earlier in the week. The STOXX fell 0.24%, Germany's DAX lost 0.44%, the French CAC rose 0.18%, and, in the UK, the FTSE100 ended the day down 0.37%.Asia markets closed mixed on Friday as investors assessed President Trump's reciprocal tariff plans but did not enact levies immediately. China's CSI index rose 0.87%, Hong Kong's Hang Seng rose 3.48%, South Korea's Kospi Index gained 0.31%, and Japan's Nikkei fell 0.79%.What to watch today:Ahead of Monday's session on the ASX, the SPI futures are anticipating the local market will open the day down 0.61%.On the commodities front this morning, oil is trading 0.77% lower at US$70.74/barrel, gold is down 1.73% at US$2880.76/ounce and iron ore is up 0.06% at US$106.83/tonne.The Aussie dollar has strengthened against the greenback to buy US$0.63, 96.63 Japanese Yen, 50.47 British Pence and NZ$1.11.On the reporting season calendar today, Aurizon, Bendigo and Adelaide Bank, BlueScope Steel, Lendlease Group and A2 Milk will release results.Trading Ideas:Bell Potter has upgraded Pro Medicus (ASX:PME) from a hold to a buy rating and have increased the 12-month price target on the leading diagnostic imaging healthcare provider following the release of the company's first half results. Despite PME reporting a small miss on earnings, the outlook remains strong and with 10 contract announcements and strong growth in the cardiology space expected, the analyst sees strong upside potential for the company in H2.And Trading Central has identified a bullish signal on Endeavour Group (ASX:EDV) following the formation of a pattern over a period of 52-days which is roughly the same amount of time the share price may rise from the close of $4.42 to the range of $4.68 and $4.74 according to standard principles of technical analysis.

Another big day of earnings with Temple & Webster, Treasury Wines, Domain Holdings and IAG all under the microscope. MARKET WRAP: ASX200: up 0.06%, 8,540 GOLD: $2,944 US/oz BITCOIN: $153,414 AUD Temple & Webster’s profit jumped 118% to almost $9 million on increased sales, with shares up 13% to $16.14. Domain Holdings pushed almost 7% higher to $2.92 after the company reported revenue growth of 7.4%. South 32 up 4.1%, Newmont up by 3.2% Mineral Resources – which confirmed CEO Chris Ellison would exit the business – gained almost 7%. Treasury Wines reported weaker sales with shares dropping 5.7% to $10.51. IAG saw a lift in its profit, but shares dropped more than 12% to $7.80. Pro Medicus fell 3.2% to $279.08 after disappointing on its earnings. CURRENCY UPDATE: AUD/USD: 62.97 US cents AUD/GBP: 50.4 pence AUD/EUR: 60 Euro cents AUD/JPY: 97 Japanese yen AUD/NZD: 1.11 NZ dollars See omnystudio.com/listener for privacy information.

Pro Medicus is one of the most interesting companies on the ASX - and one of the best performing stocks, having risen around 1,000% in the last five years. Yesterday, the medical imaging software company announced record revenue and profit, off the back of a stack of new contracts, particularly in the US. But while its share price initially rose, it closed down more than three per cent - a consequence of the stock being priced to perfection, and the result being just a touch below expectations. Dr Sam Hupert speaks to Ausbiz's Nadine Blayney about the result, staying ahead of the competition, and succession planning at the business he co-founded 40 years ago. Fear & Greed is proud to partner with Ausbiz, Australia's leading provider of live and on-demand video of the latest news in Australian business, markets, economy and startups. Sign up for free at ausbiz.com.au You can watch this interview with Dr Sam Hupert here.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

This is the Fear and Greed Afternoon Report - the top five things you need to know today, in just five minutes. Rate cut hopes T&W furniture boom Pro Medicus falls ASX profit jumps Trump and Putin Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Friday 14 February 2025 The local sharemarket hits a record high as Chemist Warehouse joins the bourse. And more, including: The federal independents let it be known that whoever wins the next election will have to work hard for their support. And a bunch of earnings results, from Treasury Wines and Temple & Webster to IAG and Pro Medicus. Plus Apple TV will finally be allowed on android devices, and Donald Trump is set to meet Vladimir Putin. And don’t miss the latest episode of How Do They Afford That? - how to choose the right roboadviser. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. Rate cut hopes T&W furniture boom Pro Medicus falls ASX profit jumps Trump and Putin Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Chemist Warehouse merges with Sigma Healthcare and storms onto the ASX. Plus, a wrap up of the top ASX half-year results, US Fed Chair Jerome Powell clashes with Donald Trump over his rate cuts, and the CEO of 2024's hottest stock, Pro Medicus. See omnystudio.com/listener for privacy information.

Earnings season continues, with Commonwealth Bank, AGL, Suncorp and Evolution Mining all in the spotlight today. MARKET WRAP: ASX200: up 0.61%, 8,535 GOLD: $2,919 US/oz BITCOIN: $152,578 AUD CBA up another 2.4% to a new high of $165.98. Strong first half earnings of $287 million helped ComputerShare to lift 15.5% to $41.53. Suncorp shares up 1.3% to $20.62. AGL just managed to finish in the green as it bore the brunt of increased coal costs. While higher gold prices contributed to record earnings for Evolution Mining, with shares up 1.1% to $6.29. The tech sector finished down, with losses of 1.6% for Xero, Technology One sinking 1.8%, and NextDC dropping 2.4%. Down by more than 1% were Pro Medicus, James Hardie and Northern Star Resources. CURRENCY UPDATE: AUD/USD: 62.91 US cents AUD/GBP: 50.5 pence AUD/EUR: 60 Euro cents AUD/JPY: 96 Japanese yen AUD/NZD: 1.11 NZ dollars See omnystudio.com/listener for privacy information.

The market has seen some recoveries today following the substantial tumbles of yesterday. Tariffs continue to be the topic of conversation as delays are now in discussion, and these mixed messages have resulted in erratic market performances internationally. Laura and Stevie look at the local market performance, with tech, banking, and mining recovering some losses, and overall around half of the sectors seeing gains. Pro Medicus attracted attention today, as did Woolworths, and Nufarm. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Another night of tariff disruption for global markets, but will China’s lack of negotiation end up hurting Australian companies? MARKET WRAP: ASX200: down 0.06% to 8,374 GOLD: $2,839 US/oz BITCOIN: $158,676 AUD Cettire rebounding 7.2% to $1.26 Pro Medicus saw gains of 5.2% to $283.92 after signing a $53 million contract with a US healthcare company to use its imaging platform. Tech gains were led by a rise of 3.6% for Wisetech Global. Gains for BHP, Fortescue & Rio Tinto. Seek finished the day flat after its proposed acquisition of reference check software company Xref fell through. Goodman, Scentre and Stockland all finished down. The Big Four banks all closed in the red CURRENCY UPDATE: AUD/USD: 62.02 US cents AUD/GBP: 50.0 pence AUD/EUR: 60 Euro cents AUD/JPY: 96 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Trump’s tariffs tanked global markets, but could there be some ASX-listed entities that benefit from the global trade fall out. MARKET WRAP: ASX200: down 1.79%, 8,379 GOLD: $2,819 US/oz BITCOIN: $155,130 AUD Fisher & Paykel Healthcare said its cost pressures would increase from the Mexican tariffs, sending its shares down 7.4% to $31.80 CSL was down 1.8%, Pro Medicus fell 3% and Resmed dropped 3.1%. A reduction in full-year guidance from Westgold after slower-than-expected progress on its mines saw its shares losing 12.4% to $2.26 Fortescue down 4.4%, NAB shed 2.3% and Wesfarmers dropped 1.9%. KMD Brands rose 4.1% to 38 cents a share Regis Resources established a $300 million credit facility, sending its shares almost 2% higher. Telstra, Yancoal, and Seek swam against the tide to finish higher. CURRENCY UPDATE: AUD/USD: 61.40 US cents AUD/GBP: 49.9 pence AUD/EUR: 59 Euro cents AUD/JPY: 95 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Australian stocks rallied to record highs this week due to easing inflation and positive corporate results, raising hopes for a February rate cut. The upcoming earnings season will reveal the impact of factors like subdued Chinese demand, a weakening Australian dollar, and fluctuating commodity prices on various sectors, including miners, tech, REITs, and consumer discretionary.In this week's wrap, Grady covers: (0:50): China's signs of a post- pandemic recovery(1:31): what the gold rally means for gold producers (2:11): the performance of mining stocks (3:30): what to expect this reporting season (4:23): how the local market performed this week so far (5:11): the most traded stocks & ETFs by Bell Direct clients (5:38): economic news items to watch out for. 

In this conversation, we cover:  - how Sustainable growth has 8 ten baggers - lessons from Mastercard - overviews of big winners like Pro Medicus and Wisetech Global - many other companies like MELI, NVDA, FICO, etc Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome! You can find more information and content here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

If bank stocks ran too hot on the ASX in 2024, should investors chase them again in 2025? Perhaps there are better opportunities in the year ahead: We're talking miners, industrials and technology leaders. Jun Bei Liu, portfolio manager at Ten Capital joins wealth editor James Kirby in this special summer edition of the show. ----- In today's show, we cover: * The limited outlook for bank stocks* The forces that may trigger a rebound for resource stocks * Why the consumer retail boom will keep going * CSL, JB Hi-Fi, Pro Medicus, Rio...what's in store? See omnystudio.com/listener for privacy information.

Weaker performance by the energy companies across this year was helped with a jump in the oil price overnight. MARKET WRAP: ASX200: down 0.28%, 8,330 GOLD: $2,751 US/oz BITCOIN: $156,644 AUD Tech reversed its recent falls, staying green as the two biggest companies Wisetech and Xero finished higher. A lift in the spot price of gold back over $2700 US an ounce helped local miners today. Perseus and Regis both rose 0.7%, and Evolution was up 0.6%. Also rising by more than 1% were Suncorp, Qantas and Pro Medicus. Downer shares fell 6% to $5.37, while Ventia lost more than 22% to finish at $3.33. See omnystudio.com/listener for privacy information.

This week, key economic news was released which drove both international and global markets. From inflation data readings coming out of both the US and China, to jobs data coming out in Australia, impacting the local market. Grady dives deep into the impact these readings had on the market as we head towards the festive period.In this week's wrap, Grady covers:(0:25): the final US inflation reading of 2024(1:43): China's easing inflation, signalling sluggish economic recovery(2:45): Australian unemployment falling below economist expectations(3:33): how the ASX200 performed this week so far (4:16): the most traded stocks & ETFs by Bell Direct clients (4:42): economic news items to watch out for.

The merger between Chemist Warehouse and Sigma looks closer than ever after the companies gave an update to the market today. MARKET WRAP: ASX200: down 0.75%, 8,193 GOLD: $2,612 US/oz BITCOIN: $134,135 AUD Nine of the eleven sectors were in the red, with tech stocks again the biggest loser Wisetech slid 3% to $121.79, and Xero down 1.4% to $168.62. South32 dropping 4.4% to $3.52 after saying escalating problems in Mozambique had affected transport to its operations. ANZ, Rio Tinto and Santos were all down by more than 1%. Higher real estate stocks were led by Goodman, up 1.7% and Stockland, up 2.2%. While also lifting were Wesfarmers, Pro Medicus and Resmed. CURRENCY UPDATE: AUD/USD: 64.74 US cents AUD/GBP: 49.9 pence AUD/EUR: 60 Euro cents AUD/JPY: 96 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

This is the Fear and Greed Afternoon Report - the top five things you need to know today, in just five minutes. Cash rate on hold Pro-Medicus sell-off Flag furore WOW NZ problems Ad agencies unite Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. Cash rate on hold Pro-Medicus sell-off Flag furore WOW NZ problems Ad agencies unite Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The guys discuss the fall and fall of eCommerce giant, The Iconic; Pro Medicus incredible run, why margin is everything in luxury retail, did the AFR get it wrong and the guys chat computer games Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod

The Commonwealth Bank has received backlash for its plans to charge accounts, but is it a dollar shifter for investors? MARKET WRAP: ASX200: down 0.38% to 8,462 GOLD: $2,670 US/oz BITCOIN: $150,125 AUD   Goodman Group fell 2.9% to $37.02 after a $1.9 billion block trade after the market closed last night. Stockland and Mirvac were also weaker. Pro Medicus was a standout, jumping 1.8% to $261.24 after its founders said they wouldn't be selling any additional shares to institutions. SG Fleet was also higher by 2.7% to $3.42 after a private equity firm agreed to buy the vehicle leasing business. Rio Tinto, Fortescue and Wisetech Global all finished in the green. Droneshield continues to be sold off down more than 6% today to 70 cents – well off highs of more than $2.70 in July And there were drops for all the major banks.   CURRENCY UPDATE: AUD/USD: 64.42 US cents AUD/GBP: 50.8 pence AUD/EUR: 61 Euro cents AUD/JPY: 96 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes.  GDP disappoints Tabcorp cuts Women invest fund Pro Medicus relief Rio copper deal Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

This is the Fear and Greed Afternoon Report - the top five things you need to know today, in just five minutes. GDP disappoints Tabcorp cuts Women invest fund Pro Medicus relief Rio copper deal Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The Aussie share market hit its second record high of the week, marking the 15th for the financial year, with gains driven by financials and healthcare stocks. Key standouts included Pro Medicus, surging 9% on a $330 million U.S. deal, and Sigma Healthcare, up 50% this month following a Chemist Warehouse merger. Meanwhile, Star Entertainment saw its shares tumble nearly 5% amid ongoing revenue challenges. Looking ahead, U.S. markets will be closed tomorrow for Thanksgiving, while a speech from RBA Governor Michelle Bullock and upcoming AGMs keep investors alert. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

A deal between Amcor and US group Berry group will see the Aussie packaging giant have 400 factories in its operations. MARKET WRAP: ASX200: down 0.57%, 8,326 GOLD: $2,628 US/oz BITCOIN: $142,306 AUD Utility and Health Care stocks just escaped the losses, with CSL up 1.1% and Pro Medicus rising 1%. Northern Star and Evolution mining both up 1% Small gains for Commonwealth Bank, Infratil and Origin Energy. Amcor's merger announcement saw down 1.2% to $15.51. Energy stocks were down around 1%, with Woodside & Santos both falling around 0.7%. Nick Scali told the market that freight problems had hurt its guidance, shares fell 1.7% to $13.84. Telstra was down 2.3% and James Hardie fell 2%. CURRENCY UPDATE: AUD/USD: 65.23 US cents AUD/GBP: 51.4 pence AUD/EUR: 61 Euro cents AUD/JPY: 101 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

HMC Capital is the latest company to get in on the data centre craze, with the trend set to continue with the rise of AI. MARKET WRAP: ASX200: down 0.35%, 8,266 GOLD: $2,678 US/oz BITCOIN: $123,353 AUD BHP dropping 4.1% to $41.63, Fortescue down 7.3% to $18.12, and Rio Tinto falling 3.1% to $119.47. HMC Capital saw shares rising 4% after revealing plans to launch a data centre investment trust on the ASX Battery tech provider Novonix rallied 12.5% as it signed a supply deal with a US auto company. Goodman Group gained 2.5% and Resmed was up 1.9%. Lower sales for Endeavour saw its shares dropping by 4.9% to $4.50. Backwards by more than 1% was Pro Medicus, Seek and APA Group. CURRENCY UPDATE: AUD/USD: 65.84 US cents AUD/GBP: 51.03 pence AUD/EUR: 61.5 Euro cents AUD/JPY: 101 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Growth in its cloud computing business helped Alphabet – the parent company of Google – to a decent quarterly update. MARKET WRAP: ASX200: down 0.83%, 8,284 GOLD: $2,798 US/oz BITCOIN: $110,150 AUD Consumer Staples dropped 3.6% led by a disappointing update from Woolworths Star Entertainment fell 3.8% to 25.5 cents a share with quarterly earnings showing a loss of $18 million. Commbank down 0.9%, NAB down 1.2%, ANZ down 1.1% and Westpac down 0.7%. Pilbara Minerals shares up 1.1% to $2.88, even though the company cut its guidance Real Estate shares were higher, with Goodman up 1.2%, and Dexus up 0.7%. Gains for Aristocrat Leisure, Pro Medicus and Telix Pharmaceuticals CURRENCY UPDATE: AUD/USD: 65.56 US cents AUD/GBP: 50.4 pence AUD/EUR: 60 Euro cents AUD/JPY: 100 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

Data centres might be the hottest property on the market right now, so what exposure can you get on the ASX? MARKET WRAP: ASX200: up 0.41%, 8,284 GOLD: $2,691 US/oz BITCOIN: $99,962 AUD Woodside's full-year guidance upgrade saw shares lift 0.6% to $24.93. Gold miners Evolution Mining finished up 6.8% to $5.01, and Northern Star lifted 1.8% to $16.81. Bank of Queensland's shares lifted by more than 6.5%. Qantas lifted 1.8% and Harvey Norman finished up 0.8% Rio Tinto, which dropped 1.1% to $120.78 after saying it had shipped less than expected. A $32 million contract extension for imaging healthcare tech company Pro Medicus couldn't help the share price, down 2.4%. Slides of 1% or greater for Wisetech Global, Woolworths and QBE Insurance. CURRENCY UPDATE: AUD/USD: 66.88 US cents AUD/GBP: 51.5 pence AUD/EUR: 61 Euro cents AUD/JPY: 99 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

WiseTech Global has been a real darling of the local stock market, with the share price of the tracking company surging on strong growth projections.Dushko Bajic, Head of Australian Equities Growth at First Sentier Investors, talks to Sean Aylmer about the story behind WiseTech, as well as other local tech successes Pro Medicus and Xero.This is general information only, and you should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

A quiet day on the market today is leading up to a big decision for the US Fed on rates overnight. MARKET WRAP: ASX200: up 0.02%, 8,142 AUD: 67.76 US cents GOLD: $2,595 US/oz BITCOIN: $88,788 AUD Utility stocks up 1.3%, led by Origin Energy, which lifted by 2.2% There were lifts of more than 1% for Reece, and Pro Medicus. Next DC shed 0.9% to $16.83 after announcing the launch of its share purchase plan. Materials fell by 0.5% with BHP, Fortescue and Rio Tinto all down.  Resmed dropped 3% and Fisher & Paykel fell by 1% CURRENCY UPDATE: AUD/USD: 67.80 US cents AUD/GBP: 51.3 pence AUD/EUR: 60 Euro cents AUD/JPY: 96 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

While the issue of inflation remains the same, this year it appears the winners are different. From Coles reducing theft to Wise Tech, Pro Medicus, and REA Group leading the charge toward efficiency, tech and tech-savvy companies are driving productivity across industries and helping fight rising costs. But that's not all our Aussie PM's came away with from reporting season. Paul Taylor, James Abela and Casey McLean are back and uncovering which companies are thriving, which are struggling, the surprising market dynamics playing out and the challenges the ASX may face as we head into 2025. Quick LinksGet the latest insights from FidelitySee why we're an Aussie expert FundsFidelity Australian Equities FundFidelity Future Leaders FundFidelity Australian Opportunities Fund This episode was recorded 4 September 2024. Read our full disclaimer.  See omnystudio.com/listener for privacy information.

While attention might be on company reporting, a slide in the iron ore price presents a few worries for our miners. ASX200: up 0.31%, 7,850 AUD: 66.27 US cents GOLD: $2,508 US/oz BITCOIN: $91,901 AUD Comm Bank dominated the headlines, up 1.3%  A gold price surge over the last twelve months helped Evolution Mining to record earnings, and a share price that spiked by 6.6%. A 37% jump in net profit helped Pro Medicus to continue its strong run, up another 7.2% today. Sinking iron ore prices – which are now down to $96 US dollars a tonne in Singapore Futures trading – had an impact on our large producers. BHP fell by 2.8%, Fortescue dropped 4.6%, and Rio Tinto shed 2.6%. Also falling into the red was Dexus, Whitehaven, and NAB. See omnystudio.com/listener for privacy information.

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. CBA leads reporting AGL impresses Pro-Medicus jumps Orora shares rise Japanese PM to step down Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

This is the Fear and Greed Afternoon Report - the top five things you need to know today, in just five minutes. CBA leads reporting AGL impresses Pro-Medicus jumps Orora shares rise Japanese PM to step down Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Join Candice and Felicity as they welcome Jun Bei Liu, Portfolio Manager of Tribeca's Alpha Plus Fund, back to the podcast!In this episode Jun Bei shares her insights on the current market and how she positions her fund amidst market uncertainty.Get an inside look at Jun Bei's high-conviction stocks, including Pro Medicus and Life 360, and her thoughts on the upcoming Australian reporting season. She also discusses the Chinese economy's outlook and how it influences ASX-listed companies.Don't miss out on Jun Bei Liu's valuable perspectives. Tune in and let's Talk Money! Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Compounding Capital, New Zealand's top investing podcast for professionals and wholesale investors.This month Chris and Mark discuss:Pro Medicus (ASX:PME)Leaders & Laggards: Myer Holdings (ASX:MYR)Insurance Australia Group (ASX:IAG)                                                              ---WARNING---The information in this podcast is for entertainment purposes only and should not be relied upon as the basis for investment decisions. This podcast does not constitute investment or financial product advice. Listeners should make their own  investigations and seek professional advice regarding any companies discussed in this podcast before acting. The Discovery Founders' Fund is a Wholesale Offer as defined in the Financial Markets Conduct Act 2013.  Past performance is not indicative of future performance. 

After being pushed back by Anglo American for a request for more time, BHP will now have to wait to get any takeover deal done. ASX200: down 0.49%, 7,628 AUD: 66.08 US cents GOLD: $2,333 US/oz BITCOIN: $101,987 AUD BHP couldn't get a deal for Anglo American over the line, and that sent shares down 1.7% to $44.30 Iron ore price falls saw Fortescue down 3.1% and Rio Tinto down 1.5%. Gold companies down with Chalice Mining dropping a huge 11.7%, Northern Star and Evolution Mining both down 2.8%. And both Woodside and Santos were in the red by more than 1% A lift of further beef sanctions by China saw AACo up 2.8% to $1.45. A note out of Goldman Sachs talking up the prospect of Qantas helped shares to rise 2.7% to $6.07. And it was a strong day for Domain Holdings, up 2.4%, Domino's Pizza up 2.9% and Pro Medicus, lifting 3.6%. See omnystudio.com/listener for privacy information.

Luke Laretive from Seneca Financial Solutions joins Owen Rask on The Australian Investors Podcast to dive into 4 tech stocks: Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Webjet (ASX: WEB) and RPMGlobal (ASX: RUL). Luke's article: https://www.raskmedia.com.au/2024/04/11/2-key-ingredients-for-finding-10-baggers-like-altium-alu-on-the-asx/ Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Ce vendredi 12 avril 2024, Alice Lhabouz, présidente-fondatrice de Trecento Asset Management, et Sébastien Korchia, directeur général et directeur des investissements de Cogefi Gestion, se sont penchés sur les titres de Pro Medicus, Bureau Veritas, et Fortum, dans On achète ou on vend ? dans l'émission C'est Votre Argent présentée par Marc Fiorentino. C'est Votre Argent est à voir ou écouter le vendredi sur BFM Business.

Andrew, Matt, and Claude go over Queensland's "solution" to the housing affordability crisis, the OpenAI  and Sam Altman drama, as well as discussing Volpara's latest results, and touching briefly on Pro Medicus and Maxiparts.Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:55 - Good News (sort of)7:48 - Good News12:35 - OpenAI and Sam Altman drama27:28 - Volpara Health Technologies (ASX: VHT)40:08 - Pro Medicus (ASX: PME)43:50 - Maxiparts (ASX: MXI) 

US Treasury bonds hit a 10-year high overnight, meaning that investors could be looking for the safety of bonds over the sharemarket. MARKET WRAP: ASX200: up 0.19%, 6,856 AUD: 63.65 US cents GOLD: $1,986 US/oz BITCOIN: $53,486 AUD   Ampol gaining 1.2% to $31.79 Santos up just under 1 per cent to $7.85  New Hope up 2.2 per cent to $6.05 CBA added 0.2 per cent, NAB was steady and Westpac gained ½ a percent to $20.96 ANZ fell 4 cents to $25.18 Pilbara Minerals up more than 5 per cent to $3.79  Meridian Energy and Fortescue were also higher. Meanwhile, Resmed closed down more than 2 per cent to $22.87  Pro Medicus also fell 2 per to $77.73 See omnystudio.com/listener for privacy information.

In 1983, Sam Hupert and IT specialist Anthony Hall joined forces after meeting at a wine tasting. Their brainchild, Pro Medicus is now worth $9 billion with shares recently hitting an all-time high of $83, marking a spectacular return for early investors who bought in at $1.15 per share in 2000. This podcast is sponsored by Superloop.See omnystudio.com/listener for privacy information.

Ahead of the RBA's rate announcement next week, we look at the predicted rate outlook for the remainder of CY23, what this means for companies and most importantly, what the outlook means for your portfolio this festive season.In this week's wrap, Grady covers:(0:12) fears and expectations around the cash rate,(0:27) Tuesday's RBA meeting,(1:56) what ‘higher for longer' means for businesses and individuals,(2:29) two companies who excelled in the FY23 reporting season,(3:04) interest rate impacts on portfolios and investment decisions,(4:46) the best performing stocks in the ASX200,(6:12) the most traded stocks & ETFs by Bell Direct clients, and(6:27) five economic news items to watch out for.

Andrew, Matt, and Claude discuss Australia's property market and how to fix it, plus Pro Medicus winning its largest contract to date, as well as Supply Network and Siteminder. Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:36 - Good News2:35 - Property13:16 - Pro Medicus (ASX: PME) wins its largest contract to date15:20 - Supply Network (ASX: SNL)30:19 - Siteminder (ASX: SDR)38:51 - Market Chat/Property Pt. 2

The market finished lower today, closing down by half a percent. 9 of the 11 sectors were down, with health care coming out on top. Pro Medicus was the top performer today after a deal with a U.S. company and it was more bad news for Qantas who hit a 52 week low today. Coming up tomorrow, inflation data for August. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Over on in the US, Wall Street closed lower on Tuesday as the release of home sales and consumer confidence data in the region sparked investor concerns over the state of the US economy.  The Dow Jones is fell 1.14% in its worst session since March, the Nasdaq retreated 1.57% and the S&P500 is lost 1.47% at the closing bell on Tuesday.August new home sales data missed expectations with homes under contract totalling 675,000 for the month, down 8.7% on July and below economists' expectations of 695,000 which would have represented a lesser decline from July. The Conference Board's consumer confidence index fell to 103 points in September, down from 108.7 in August and also below economists' expectations of 105.5 points. Both of these readings falling short of economists' expectations and being greater declines than expected indicate the greater impact interest rate hikes are having on the US economy to date.Over in Europe, markets closed lower for a fourth straight session as negative investor sentiment impacted global stocks. The STOXX600 fell 0.6% on Tuesday weighed down by technology and automaking stocks falling 2% and 1.2% respectively, while Germany's DAX lost just shy of 1%, the French CAC fell 0.7% and, in the UK, the FTSE100 closed flat. The muted day in the UK follows signs that the Bank of England and European Central Bank will hold rates steady while the Federal Reserve in the US may have another hike in store. Rising bond yields in the region are also weighing on European markets as investors opt for safer returns alternatives to equities in the current market environment.The ASX fell 0.54% yesterday as interest-rate sensitive sectors weighed on the key index with the REIT and Tech sectors shedding 1.35% and 1.93% respectively as the market prepares for interest rates to remain higher for longer across not only locally, but among international economies too. Rising bond yields are also weighing on the ASX as investors turn to bonds over the higher-risk equities in the current environment.Pro Medicus popped 9% on Tuesday after the leading health imaging company announced its wholly owned US subsidiary, Visage Imaging, has signed a $140m, 10-year contract with the largest not-for-profit healthcare system in Texas, Baylor Scott & White Health (BSWH). What to watch today:Ahead of the local trading session here in Australia the SPI futures are expecting the ASX to open 0.34% lower following the slide in global investor sentiment overnight.On the commodities front, oil is trading 1.07% higher at US$90.64/barrel, gold is down 0.83% at US$1899/ounce and iron ore is down 3.64% at US$119/tonne.AU$1.00 is buying US$0.64, 95.29 Japanese Yen, 52.73 British Pence and NZ$1.08.Trading Ideas:Bell Potter has raised the price target on Pro Medicus (ASX:PME) from $70/share to $75/share and maintain a hold rating on the leading health imaging IT provider after the company announced the signing of its largest ever deal in the US through a 10-year contract with Baylor Scott & White Health. With a shortage of radiologists and ongoing cuts to Medicare re-imbursement for radiology, companies like Pro Medicus are also expected to continue working with AI providers and researchers to facilitate the provision of AI tools in radiology, however the company is not developing its own applications as understood by Bell Potter.And Trading Central has identified a bearish signal on Charter Hall Long WALE REIT (ASX:CLW) following the formation of a pattern over a period of 40-days which is roughly the same amount of time the share price may fall from the close of $3.28 to the range of $2.50 to $2.65 according to standard principles of technical analysis.

Pro Medicus Limited, 2023 Earnings Call, Aug 15, 2023

Andrew and Matt discuss macro news from China, results from JB Hi-Fi, Nick Scali, Temple & Webster, Stealth Global and Pro Medicus. As well as Qoria reaching $100m in ARR, Kelly Partners undertaking a strategic review and Pointerra raising capital. Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:18 - Good News5:21 - Macro China12:04 - JB Hi-Fi (ASX: JBH) & Nick Scali (ASX: NCK)19:57 - Temple & Webster Group (ASX: TPW)20:28 - Stealth Global Holdings (ASX: SGI)24:20 - Qoria (ASX: QOR) reaches $100m in ARR25:07 - Kelly Partners Group Holdings (ASX: KPG) strategic review30:13 - Pointerra (ASX: 3DP) capital raising34:41 - Pro Medicus (ASX: PME)

In New York overnight, US equities closed lower as investors concerns over the state of the global economy, particularly in China, sparked a sell-off in equities, in addition to banking stocks weighing down the market. The Dow Jones fell 1.02%, the S&P500 lost 1.16% and the tech-heavy Nasdaq fell 1.14% on Tuesday. In Europe, markets closed lower on Tuesday as wages data in the UK weighed on investor sentiment. The UK median monthly wage, excluding bonuses, rose 7.8% in July from the prior corresponding period which is the largest annual growth rate since the records began in 2001, and provides further reason for the bank of England to continue raising interest rates to tackle inflation in the region. Unemployment in the UK also rose unexpectedly though from 4% to 4.2% in the three months to June. The RBA's meeting minutes were released yesterday which could have boosted investor sentiment as the key takeaways were the slowing economy and acute pressure on household finances were behind the latest rate pause. We are not out of the woods yet though as the RBA did say at the latest meeting that further monetary tightening may be required to ensure inflation reaches the target 2-3% range within a reasonable timeframe.Lake Resources (ASX:LKE) soared 25% yesterday, extending the rally this week after the lithium explorer released an update on its flagship Kachi Project. The update outlined the company reported successful stage 1 extraction and injection testing at the site to support the production of high purity battery grade lithium carbonate at the Kachi Lithium brine Project.The market rally yesterday may also have been driven by the release of Australia's annual Wage Price Index data for Q2 coming in at growth of 3.6% which was lower than expectations of 3.7% growth, in a sign wages inflation is starting to ease.Iron ore slipped below US$100/tonne yesterday to near its lowest intraday level since June following China's surprise 15-basis point interest rate cut on the one-year medium-term lending facility, alongside further economic data that indicated the economy's recovery remains sluggish.China's industrial production data came in at a 3.7% rise for July, down from a 4.4% rise in June and below economists' expectations of another 4.4% rise for July. The softest manufacturing activity was reported in mining output as well as electrical machinery and apparatus output. Chinese retail sales data was also released yesterday which broadly missed expectations as consumer spend on retail in the region rose by 2.5% in July from a year ago, below expectations of a 4.5% rise.What to watch today:• Ahead of the local trading session here in Australia the SPI futures are expecting the local index to open 1.04% lower amid the global market sell-off overnight.• On the broader commodities front this morning, oil is trading 1.77% lower at US$81/barrel, gold is down 0.23% at US$1903/ounce, and iron ore is down 1.9% at US$103.50/tonne.• AU$1.00 buying US$0.65, 94.16 Japanese Yen, 51.22 British Pence and NZ$1.08.Trading Ideas:• Bell Potter has increased the price target on Pro Medicus (ASX:PME) from $67 to $70 and maintain a hold rating on the leading health imaging IT provider following the release of the company's FY23 results including revenues increasing by 34%, and EBIT increased 34%, both of which beat expectations. Bell Potter sees the drivers of growth remain firmly in place i.e. too few radiologists, and more managed care leading to more need for diagnostic imaging.• And Trading Central has identified a bearish signal on Goodman Group (ASX:GMG) following the formation of a pattern over a period of 66 days which is roughly the same amount of time the share price may fall from the close of $19.89 to the range of $17.90 to $18.20 according to standard principles of technical analysis.

On The Australian Investors Podcast '2 Sense' this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (sometimes called "Andrew Deremith, ESQ", depending on the weather) to answer your investing questions, provide their market update and -- of course -- make you laugh. This week, Drew and Owen tackle: Is Vanguard VDHG a really bad idea for tax reasons? Why Telstra, Woolworths, Xero & Pro Medicus are crushing it Are we all too late to the Global X FANG+ ETF (FANG) party? RBA stuff Are RSUs tax effective? What's up with micro and small-cap biotech ETFs? ~~ Resources ~~ Young Finance Professionals Bash - get tickets here! https://events.theinside.network/d/60qfkr/ Rask Events Roadshow: https://www.rask.com.au/road Attend the Wattle event (send us a message): https://wattlepartners.com.au/contact/ ASK A QUESTION HERE Join Owen's Rask Core 

Well markets rebounded overnight, after falling the session prior. On Wall Street, all three major benchmarks closed in positive territory. The Nasdaq and the S&P500 closed at their highest levels since August, up 1.28% and 1% respectively, while the Dow Jones gained 0.47%. The rally was off the back of the bill to raise the debt limit and cap government spending being passed in the House by a wide margin late Wednesday in the US, sending the bill to the Senate only days before Monday's default deadline. European markets also rallied, after having hit a two-month low. The STOXX 600 closed 0.8% higher, as almost all sectors gained. Mining stocks rose after Chinese factory activity beat expectations. Media stocks were also up, while household goods closed lower. What to watch today:The SPI futures are suggesting that our local market will rise 0.66% at the open this morning. Local economic news out today includes home loan data for May, while tonight in the US the unemployment rate will be announced. In commodities, Oil is on the rise, currently trading more than 3% higher, recovering from earlier losses after touching a two-month low in the previous session, supported by a weaker US dollar and market relief, following the US debt ceiling negotiations. Also, OPEC+ is meeting this week, so markets are awaiting potential price-supportive measures. Natural gas has fallen to the lowest level in four weeks, driven by record US output, increased gas exports from Canada as well as a higher-than-expected storage build last week. The gold price is higher, while iron ore is holding close to a six-month low. Trading Ideas:Bell Potter maintain a Buy rating on AROA Biosurgery (ASX:ARX), a commercial stage medical device company that operates within the complex wound care and soft tissue reconstruction sector. They reported positive FY23 results, with revenue and EBITDA improvements. The FY23 performance was within guidance and largely in-line with Bell Potters forecasts. The price target is $1.45, and at the stock's current share price of $0.92, this implies 58.5% share price growth in a year. And Trading Central identified a bullish signal in Pro Medicus (ASX:PME) indicating that the stock price may rise from the close of $61.65 to the range of $64.20 to $64.70 over 22 days, according to the standard principles of technical analysis.  

Andrew, Matt and Claude interview co-founder and CEO of Pro Medicus Sam Hupert. Join them as they dive deeper into Pro Medicus and learn more about its leader.  Follow us on Twitter: @BabyGiantsPod-----1:03 - Overview of Pro Medicus3:26 - Capital management8:39 - Role of luck in the business11:10 - Signs that a company is in the right place at the right time14:04 - Deconstructed paths/AI19:00 - Valuing Pro Medicus and buybacks20:38 - Potential takeover target21:59 - Retention of key Visage employees27:38 - Sam's emotional attachment to Pro Medicus29:08 - Pro Medicus' moat/competitive advantage31:46 - Are there any network effects?33:59 - What competitor would you take out?35:56 - A CEO involved in sales38:44 - Example of Pro Medicus impacting patients

Rising bond yields fuelled the sell-off on Wall Street overnight with the benchmark 10-year yield topping 4% for the first time since November, while the 1-year Treasury yield climbed above 5%. Investors also reassessed the outlook for tightening monetary policy and economic growth as key data has been released around the world showing inflation continues to remain stubbornly high in Europe and other key regions. The Dow Jones closed up 0.02%, while the S&P500 fell 0.47% and the Nasdaq fell 0.66%. Salesforce shares soared 13% on Wednesday after the cloud software company posted better-than-expected fourth quarter and full year results including Q4 revenue up 14% to US$8.38bn, while full year revenue rose 22%. The company's strong results were attributed to cost cutting measures including laying off staff during the quarter as it pushes to become more profitable.Over in Europe economic data continues to weigh on investor sentiment in the region with local markets there closing mostly lower on Wednesday following the release of a flash estimate into Germany's harmonised inflation rate showing an increase from 9.2% to 9.3% in February. This comes ahead of Eurozone inflation due out on Tuesday. Germany's DAX fell 0.39%, the French CAC lost almost half a percent, and in the UK the FTSE100 rose almost half a perfect on Wednesday.Global markets may face some relief today though buoyed by China releasing its official purchasing managers' index data for February overnight showing a rise to 52.6 points in February, the highest since April 2012, in a sign the world's second largest economy is beginning to ramp up manufacturing and overall operations following the removal of its harsh COVID restrictions.What to watch today:In commodities, oil is trading 0.66% higher at US$77.55/barrel, gold is up 0.56% at US$1837/ounce and iron ore is flat at US$126/tonne.The Aussie dollar is buying US$0.68, 92.01 Japanese Yen, 56.07 British Pence and NZ$1.08.The local market slipped into the red yesterday after Australian GDP data for Q4 was released, showing the economy grew 0.5% over the quarter, which is a slower pace than was expected. This is the fifth straight quarter of growth in the economy but the softest pace in the period amid intense cost-of-living pressures and rising interest rates.Ahead of the local trading session here in Australia, the SPI futures are anticipating the ASX to open flat on the second last trading session of the week.Stocks trading ex-dividend today include Baby Bunting (ASX:BUB), Woolworths (ASX:WOW), Propel Funeral Partners (ASX:PFP), Coles Group (ASX:COL), Pro Medicus (ASX:PME), Medibank Private (ASX:MPL), Pilbara Minerals (ASX:PLS) and Jumbo Interactive (ASX:JIN). If you've been thinking about these stocks it might be worth considering buying in today as stocks trading ex-dividend generally trade lower on the ex-dividend date.Trading Ideas:Trading Central has identified a bullish signal on Deep Yellow (ASX:DYL) following the formation of a pattern over a period of 22-days which is roughly the same amount of time the share price may rise from the close of $0.68 to the range of $0.90 to $0.96 according to standard principles of technical analysis.Bell Potter has downgraded its price target on Bubs Australia (ASX:BUB) to 29cps but maintains a hold rating on this company following the release of the infant formula company's first half results that focused on costs eating into margins. For the half, Bub's reported revenue down 6%, an underlying EBITDA loss of $22m, elevated inventory position of $8.4m and expect higher operating cost assumptions between FY23-25.

Andrew, Claude & Matt discuss earnings season and retailers (Temple & Webster, JB Hi-Fi, and Nick Scali), as well as recent results from Audinate and Pro Medicus, the AI wars continue with Bing vs Google, aliens and spy balloons in our skies, and Mad Paws. Follow us on Twitter: @BabyGiantsPod-----0:36 - Good News4:03 - (1) Temple & Webster Group Ltd (ASX: TPW)5:03 - JB Hi-Fi Limited (ASX: JBH)8:39 - (2) Temple & Webster Group Ltd (ASX: TPW)11:03 - Nick Scali Limited (ASX: NCK)13:43 - Audinate Group Ltd (ASX: AD8)22:42 - Pro Medicus Limited (ASX: PME)30:51 - Bing vs Google36:52 - Aliens and Spy Balloons41:57 - Mad Paws Holdings Ltd (ASX: MPA)

Pro Medicus Limited, H1 2023 Earnings Call, Feb 15, 2023

The ASX started the week in negative territory, closing the day down 0.16% as insurance companies weighed on the key index today. Insurance Australia Group (ASX:IAG) and Suncorp (ASX:SUN) each fell over 3% due to catastrophic flooding in New Zealand increasing investor fears of high insurance claim numbers to come for providers.Technology stocks surged ahead more than 2% today amid the ongoing rally for growth stocks in the US and locally as investors regain appetite for higher risk growth stocks amid renewed hopes for a slowdown in aggressive rate hike action by the Fed and RBA.OZ Minerals (ASX:OZL) shares bounced today as investors digested the mining giant's trading update including the warning that the cost of producing South Australian copper could incur higher electricity costs moving forward. During the fourth quarter though, the company reported its highest ever group quarterly copper production on record and met guidance for FY22. The report comes at the same time the company is recommending its shareholders accept BHP's $9.6bn takeover offer when they vote on the bid in early April.Pro Medicus (ASX:PME) shares rose more than 1.3% today after the leading health imaging provider announced it has signed an 8-year contact with US-based Samaritan Health Services worth $12m for Pro Medicus' US-based subsidiary, Visage Imaging to replace legacy PACS throughout the Samaritan Health Services network.The winning stocks today were led by Core Lithium (ASX:CXO) rallying 8.85% after the company released quarterly results including additional night shift by the company's contractor Primero Group to ensure construction of the Dense Media Separation plant remains on schedule for production of first spodumene concentrate in the first half of 2023. Novonix (ASX:NVX) added 7.5% today and Lynas Rare Earths (ASX:LYC) rallied just under 7% today. And on the losing end Champion Iron (ASX:CIA) fell 7.1%, ResMed (ASX:RMD) lost 6.81% and Insurance Australia Group (ASX:IAG) ended the day down 3.74%.The most traded stocks by Bell Direct clients today were Core Lithium (ASX:CXO), Westpac Banking Corporation (ASX:WBC) and ResMed (ASX:RMD).On the commodities front this afternoon, oil is trading 0.4% lower at US$79.38/barrel, gold is up 0.26% at US$1932/ounce and iron ore is flat at US$124.50/tonne.The Aussie dollar is buying US$0.71, 91.84 Japanese Yen, 57 British Pence and NZ$1.09.

Andrew, Claude, Matt, and Kev chat good news, City Chic & Collins Food share price tumble, Beamtree, Objective Corp, Pro Medicus AGM, listener question on portfolio position sizing, takeaways from legendary investor Ed Thorp, protests in China affecting iPhone supplies, & Elon taking on the App Store. Follow us on Twitter: @BabyGiantsPod-----0:46 - Good news: Meta AI, Chatbots trained on GPT-36:55 - Pro Medicus AGM wrap (ASX: PME)12:14 - City Chic (ASX: CCX)18:10 - Collins Food (ASX: CKF)19:06 - Beamtree (ASX: BMT)20:37 - Objective Corp (ASX: OCL)25:38 - Listener question: Position sizing37:33 - Ed Thorp podcast49:02 - China: Diffusion of revolutions & Apple's shutdown53:43 - Elon vs the App Store

The Australian Investors Podcast, Australia's top investing podcast for professionals and private investors, is back for "2 sense", hosted by experienced investment analyst Owen Rask and long-time financial planner Drew Meredith, CFP. What is “2 sense”? 2 sense is our take on a relaxed investing conversation about the things you care about -- companies, themes, strategies and ideas that make money. You fuel our 2 sense episodes with your great questions, creative names and topics. Please send us your investing questions! Submit your question (or make a bold statement) here. Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. Watch the video version on the Rask Australia YouTube page. Take Owen's brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen's FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

Andrew, Matt and Claude, chat through some positive developments in AI and immunology, Charter Hall CEO David Harrison's controversial claim, Russia's conscription, and we answer your questions (oOh!Media, Objective Corporation, Pro Medicus, Genetic Signatures), and Catapult Group International. Follow us on Twitter: @BabyGiantsPod-----1:04 - Good News: AI3:51 - Good News: Immunology and lupus4:43 - Charter Hall (ASX: CHC) CEO's controversial claim12:30 - Biden says U.S. would defend Taiwan14:38 - Russia's conscription16:02 - oOh!Media's (ASX: OML) buyback24:01 - Objective Corporation (ASX: OCL) (1)30:33 - Pro Medicus (ASX: PME)32:02 - Objective Corporation (ASX: OCL) (2)39:27 - Genetic Signatures (ASX: GSS)41:42 - Catapult Group International (ASX: CAT)

Pro Medicus Limited, Q4 2022 Earnings Call, Aug 18, 2022

Growth stocks have been punished, especially at the smaller and less liquid end of the market. Think of sectors like healthcare, discretionary retail and tech (Covid winners anyone?).  But what does that look like in terms of numbers? Glad you asked, as our friends at Deep Data Analytics have recently crunched the numbers and it isn't pretty. The worst 10 performers in the small cap healthcare sector are down ~32% on average, in discretionary retail the fall is ~49% and things get ugly in tech where the worst 10 are down ~54% on average. No doubt many Livewire readers will have had some high-growth names on the wishlist, but couldn't stomach the valuations. So, we invited small cap specialists Josh Clark from QVG Capital and Gary Rollo from Montgomery Investment Management to see if a selection of market darlings are cheap enough to get them interested. The stocks covered are IDP Education, Pro Medicus and City Chic Collective. Our guests also share a growth stock that they think has been oversold and now looks attractive.

The local market rose slightly higher yesterday, up 0.1%. Sectors wise, the market was mixed. The financials sector lifted 0.78% with all four of the big banks rising and NAB hitting a five-year high. While the tech sector was down 0.85%. On the ASX200 leaderboard, GrainCorp (ASX:GNC) was the best performer, jumping an impressive 6.8%. The company's recent guidance upgrade resulted in Wilsons increasing its earnings expectations for the company. Regis Resources (ASX:RRL) also gained, off the back of a rise in the gold price and a bullish broker note out of Credit Suisse.  Meanwhile, the worst performing stocks included AVZ Minerals (ASX:AVZ) and PolyNovo (ASX:PNV). The a2 Milk Company (ASX:A2M) fell 5.4% after Credit Suisse trimmed its earnings estimates and valuation in response to the lockdowns in China and lower birth rate assumptions.The most traded stocks by Bell Direct clients yesterday included uranium producer Boss Energy (ASX:BOE), Ardent Leisure Group (ASX:ALG) and Zeotech (ASX:ZEO), which closed 6.4% higher.Moving to the US, all three benchmarks closed in the red. The Nasdaq falling over 2% as tech shares slumped off the back of higher rate fears. The Dow closed more than 400 points lower and the S&P500 was down 1.7%. What to watch today: ·       Following the negative session in the US, the futures are suggesting that the Aussie share market is set to open 0.29% lower this morning.  ·       In commodities, the oil price slid about 4% to US$94.29 a barrel, its lowest level since February, as lockdowns in China continue to spark demand fears. The gold price was steady, trading slightly higher. Remember, while gold is considered a hedge against inflation, rate hikes increase the opportunity cost of holding the non-yielding bullion. And the seaborne iron ore price is trading at US$156 a tonne.·       In economic news, business confidence for March will be released today. As a reminder, business confidence surged to 13 in February, which was the highest reading in four months, amid a decline in cases of the Omicron variant. Today's reading for March is expected to come in lower. Stay tuned at 11:30am AEST. ·       Seven Group Holdings (ASX:SVW) is set to go ex-dividend today.  Trading Ideas: ·       Bell Potter have maintained its BUY rating on healthcare equipment and services company Pro Medicus (ASX:PME) with a price target of $55. PME announced its latest contract win in the US with the signing of Inova Health. It's an 8-year deal generating minimum revenues of $32m. The deal increases contracted revenues to at least A$386m over 5 years. Now PME closed 1.1% higher yesterday to $48.50, which implies about 13% share price growth in a year. ·       Trading Central has a bullish signal on Genesis Minerals (ASX:GMD), indicating that the stock price may rise from the close of $1.95 to the range of $2.32 - $2.42 in the next 63 days according to standard principals of technical analysis. 

Pro Medicus Limited, H1 2022 Earnings Call, Feb 16, 2022

The baby to software giant Pro Medicus success story, and we weigh up the pros and cons of bootstrapping growth.

In this episode of Success and More Interesting Stuff, we introduce the good doctor Sam Hupert, founder and major shareholder of radiology imaging group Pro Medicus. Sam has been talking business for as long as he can remember, thanks to his entrepreneurial parents. Even as a medical student he was exercising his commercial skills with a successful photography enterprise. Once computers began to take off outside academia, Sam saw the possibilities for medicine. Over the years, he and the Pro Medicus team have exploited each advance in computing technology to build up a formidable lead over their rivals. Asked to explain their success, Sam says, "I think we had a vision. I know a lot of people say that, but we did. And it was to build a better mouse trap in an area where we genuinely do good. We aid the clinical process, there's no question." Out of a modest building in Richmond, Melbourne, Sam and his collaborators have grown Pro Medicus into a $6 billion global group. Along the way he and business partner Anthony Hall have amassed fortunes of over $1.5 billion each. Despite the outrageous success, Sam thinks there is a long way to go.

The Aussie market ended last week with gains, with the energy sector rising the most, up 1.6%. The energy sector was led by Oil Search (ASX:OSL), Whitehaven Coal (ASX:WHC), BlueScope Steel (ASX:BSL) and Nickel Mines (ASX:NIC), which all ended the week higher. The financials also performed well on Friday after a volatile week. Meanwhile healthcare declined. Imaging software company Pro Medicus (ASX:PME) made the most gains on Friday, however its share price is still down the past month. Aussie investment company, Washington Soul Pattinson (ASX:SOL) gained 3.3%, partly due to its exposure to energy investments. While, TPG Telcom (ASX:TPG) dropped 8.6%, off the back of news that its founder was selling a $335 million stake in the company. In US equities, all three major benchmarks closed lower, wrapping up a volatile week. The Omicron variant has had investors concerned, and the US also delivered a disappointing jobs report, with slower than expected job creation last month. The Dow was down 0.2% and the S&P500 down 0.8%. The tech-heavy Nasdaq dropped 1.9%, with Tesla falling over 6% and Zoom falling over 4%. There was however a late rally on Wall Street, and the ASX200 is set to open higher this morning. The SPI futures are suggesting a rise of 0.15% at the open. Citing concerns on the Omicron strain, Goldman Sachs cut its forecast for US economic growth in 2022 from 4.2% to 3.8%. They say a downside scenario is the most likely outcome, where the virus spreads quicker, but immunity against hospitalisations falls slightly more. What to watch today: Oil is trading lower at US$66 a barrel. Watch Santos (ASX:STO) and Woodside Petroleum (ASX:WPL).Gold is currently higher, however has fluctuated around $1,770 an ounce, after the disappointing US jobs report.   The seaborne iron ore price is lower, trading at US$101.49 a tonne.Metcash (ASX:MTS) is set to release its half-year results today. Ord Minnett analysts expect the company to report a net profit of $141 million for the past 6 months, allowing for an interim dividend of 10.5 cps. Trading ideas:Bell Potter have maintained their BUY rating on chemical manufacturing company DGL Group (ASX:DGL) and have decreased their price target from $3.05 to $3, after the company held its AGM. DGL last closed at $2.40, implying 25% share price growth in a year. Goldman Sachs have a BUY rating on Healthco Healthcare and Wellness (ASX:HCW), with a $2.56 price target. The broker says that the healthcare real estate sector in Australia is in its infancy, with potential for growth through acquisitions and ground up development.Trading Central's analysts have flagged a bullish signal in Hastings Technology Metals (ASX:HAS). This bullish signal indicates that the stock price may rise from the close of $0.25 to the range of $0.30 to $0.32, within 28 days.  

Pro Medicus may well be one of the most under the radar growth stories of the world. Many listeners would not have heard of Pro Medicus (ASX:PME), nor its low profile and humble CEO and founder, Dr Sam Hupert. Which is funny, given that the business started in 1983 and has a current market capitalisation c$6.5 billion. This is a story of patience, persistence, and perseverance. An inspirational story that needs to be told. There is some ground to cover for sure - in 1983, the IBM personal computer had not even made its way to Australia, there was no venture capital community and yet, here we are almost 40 years later lauding what many assume is an overnight success story. We walk through the timeline to pull out the themes that emerge over such a long and succcessful career. Pro Medicus has become a leading software solution for radiologists to help manage their practice - from scheduling patients or billing patients to ensuring great clinicals outcomes, be it viewing scans on location or on mobile. Think of it almost as the clinician's operating system – a cross between a CRM, practice management software and data visualisation bespoke for the needs of radiologists and surgeons. Sam is a gentleman, full of sage advice and views, all the while delivering them with an egoless charm that is just so genuine. Settle in, this is a story not to be missed. You can follow TDM (linktr.ee/tdmgrowth) and host Ed Cowan (linktr.ee/eddiecowan) across social channels. Show notes to come; --- Send in a voice message: https://anchor.fm/tdm-growth-partners/message

As the omicron variant continues to spread, and the Federal Reserve flags that they will consider winding down bond purchases sooner, the Aussie share market closed 0.28% lower, a near two-month low. The market did manage to recover in the afternoon after better-than-expected GDP data and a positive outlook for Chinese growth. The lockdowns in NSW and Victoria drove a 1.9% contraction in the economy for the third quarter, which was less than the 2.7% decline expected. As household spending crashed, levels of savings surged. Nearly all sectors were in the red: consumer staples, utilities and real estate sectors led the losses, while the materials, healthcare and financial sectors managed to post gains. The top stocks included South32 (ASX:S32), Waypoint REIT (ASX:WPR) and Lynas Rare Earths (ASX:LYC). GUD Holdings (ASX:GUD) headed south, after a discounted share placement. Other worst performers included Pro Medicus (ASX:PME) and IDP Education (ASX:IEL).The most traded stocks by Bell Direct clients yesterday included Fortescue Metals (ASX:FMG), Telstra (ASX:TLS) and OZ Minerals (ASX:OZL). In the US, all three benchmarks gave up decent gains and turned negative after the first omicron case was confirmed in the US. The Dow closed over 450 points lower, the S&P500 was down 1.2% and the Nasdaq fell 1.8%. Travel stocks were hit hard: American Airlines, Delta Airlines and United Airlines all fell over 7%. And on the data front, private payroll data for November showed 534,000 jobs were added, above expectations of 506,000.Following the negative session over on Wall Street, the futures are suggesting the Aussie share market will fall about 1.1% at the open.What to watch today: Economic news out today includes Australia's balance of trade data for October (difference between what we export vs. what we import). Australia's trade surplus decreased to A$12.24 billion in September and consensus expects trade surplus to decrease again to A$11 billion in October. Retail sales for November and home loans for October will also be released today.Moving to commodities, oil prices fell into the red in late afternoon trading on Wednesday. The WTI settled 1.63% lower to US$65.10 a barrel. The gold price rose, as investors used the safe-haven asset as a hedge against wider market volatility and demand was boosted as the US dollar fell. And the seaborne iron ore price traded 8% higher to US$103 a tonne. A few companies going ex-dividend today, including ALS Limited (ASX:ALQ), Fisher & Paykel Healthcare (ASX:FPH), Pendal Group (ASX:PDL) and TechnologyOne (ASX:TNE).Portman's and Peter Alexander owner Premier Investments (ASX:PMV) holds its AGM today. Trading Ideas: Citi has a BUY rating on gold miner, Northern Star Resources (ASX:NST), with a price target of $12. NST recently signed a funding deal with Quebec-based gold miner Osisko Mining, whereby under the deal, NST will contribute $169 million to Osisko via a convertible senior unsecured debenture. NST closed flat yesterday at $9.44, which implies around 27% share price growth in a year. Trading Central has detected a bullish charting signal in pharmaceutical company Starpharma (ASX:SPL). This signal indicates that the stock price may rise from the close of $1.21 to the range of $1.35-$1.39 in the next 32 days, according to stand principles of technical analysis. 

A soggy start saw the market reach the low at midday, however, plenty of guests expect volatility to bring opportunities to add to high conviction companies, and the broader market was listening. The standout sector was materials, closing over 1% higher. Financials were down 1% at midday. Pro Medicus closed down nearly 8% on no discernible news, leading the ASX200 losses, although it comes after a stellar run. Q3 GDP was less-weak and house prices were less-strong, so moving on.Our top three VODs: Havens, contrarians and global opportunities in an uncertain worldNo capital raise needed for ioneer - it's full steam aheadHarness the Omicron volatility to generate profit See acast.com/privacy for privacy and opt-out information.

The Aussie share market managed to close 0.4% higher yesterday, with the market now up a modest 2% for November. Most sectors closed higher, except for the Energy, Materials and Utilities sectors. Mesoblast (ASX:MSB) blasted its way to the top of the leaderboard, closing nearly 12% higher after the release of an update on a phase three trial for the therapy's use in treating chronic heart failure. While, Whitehaven Coal (ASX:WHC) was one of the worst performers, following an international agreement to reduce coal use.In the US, stocks closed flat to start the new trading week ahead of quarterly results from big US retailers, which will give a further idea about the US economic recovery and inflation pressures. After a flat session on Wall Street, the futures are suggesting the Aussie share market will open 0.39% lower this morning. What to watch today:In economic news, the RBA meeting minutes will be released at 11:30am AEDT, which will go into more detail to explain the monetary policy decision made earlier this month. And at 1:30pm AEDT, we will hear from RBA Governor Phillip Lowe on recent trends in inflation.Property giant, Mirvac Group (ASX:MGR), lithium producer, Pilbara Minerals (ASX:PLS) and Lifestyle Communities (ASX:LIC) are holding their AGMs today. Ausnet Services (ASX:AST) is set to go ex-dividend today. The most traded stocks yesterday by Bell Direct clients, included Western Areas (ASX:WSA), Fortescue Metals (ASX:FMG) and Imugene (ASX:IMU).Oil prices came under pressure amid fears of a supply boost and weakening demand. The gold price pulled back after its 7-day rally, as US bond yields lifted, currently trading at US$1,862. While the seaborne iron ore price trades 1% lower at US$92.36 a tonne. Trading Ideas:Bell Potter has upgraded its rating on chemical manufacturing company, DGL Group (ASX:DGL) from a HOLD to a BUY with a price target of $3.05. DGL's share price is up 143% since it listed on the ASX earlier this year, and at its current share price of $2.62, implies 16.4% share price growth in a year.Morgan Stanley and Bell Potter also reiterated their bullish ratings on Life360 (ASX:360). Morgan Stanley has an Overweight rating and price target of $14.20, while Bell Potter has a BUY rating with an increased price target to $14.75. Bullish charting signals have been identified in Boss Energy (ASX:BOE), Paladin Energy (ASX:PDN) and Karoon Energy (ASX:KAR) and that's according to Trading Central. 

On The Australian Investors Podcast this week, co-hosts Owen Rask & 7Investing's Dr Anirban Mahanti are joined by Claude Walker, founder of A Rich Life. WATCH IT ON YOUTUBE: https://youtu.be/WBSImbrFI2s Anirban, Owen and Claude discuss results from Cloudflare Inc (NYSE: NET), the latest in ASX news, Pinterest Inc's (NYSE: PINS) quarterly result, Anirban's decision to sell some Tesla Inc (NASDAQ: TSLA), Pro Medicus Ltd's (ASX: PME) valuation and more. Talking points (approx. timing): @5:00 - Claude Walker, A Rich Life, talks us through Damtra Holdings (ASX: DTC) @20:00 - Sell Tesla Inc (NASDAQ: TSLA)? Why Anirban Mahanti lightened the load. @30:00 - Vertical & horizontal SaaS stocks - how to pick SaaS winners @40:00 - Pro Medicus Ltd (ASX: PME) - buy, hold or sell? @47:00 - Tyro Payments Ltd (ASX: TYR) - down 20%, what's happened? @53:00 - Peloton Interactive (NASDAQ: PTON) - down 30%, why? @60:00 - Cloudflare Inc (NYSE: NET) continues to dominate Fastly Inc (NASDAQ: FSLY) @1:04:00 - Pinterest Inc (NYSE: PINS) 3Q21 - what you need to know @1:08:00 - IntelliHR (ASX:IHR) - Claude Walker's take on IHR's capital raise Owen's disclosure: At the time of recording, Owen owns shares of Smartpay, Pro Medicus, Apple, Pinterest & Xero. The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 7Investing webinar: https://7investing.com/articles/is-zero-trust-the-cybersecurity-framework-for-the-21st-century/ Visit Claude at A Rich Life: https://www.arichlife.com.au Take one of Rask's intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it's a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th November 2021

On The Australian Investors Podcast this week, co-hosts Owen Rask & 7Investing's Dr Anirban Mahanti are joined by Claude Walker, founder of A Rich Life.WATCH IT ON YOUTUBE: https://youtu.be/WBSImbrFI2sAnirban, Owen and Claude discuss results from Cloudflare Inc (NYSE: NET), the latest in ASX news, Pinterest Inc's (NYSE: PINS) quarterly result, Anirban's decision to sell some Tesla Inc (NASDAQ: TSLA), Pro Medicus Ltd's (ASX: PME) valuation and more.Talking points (approx. timing):@5:00 - Claude Walker, A Rich Life, talks us through Damtra Holdings (ASX: DTC)@20:00 - Sell Tesla Inc (NASDAQ: TSLA)? Why Anirban Mahanti lightened the load.@30:00 - Vertical & horizontal SaaS stocks - how to pick SaaS winners@40:00 - Pro Medicus Ltd (ASX: PME) - buy, hold or sell?@47:00 - Tyro Payments Ltd (ASX: TYR) - down 20%, what's happened?@53:00 - Peloton Interactive (NASDAQ: PTON) - down 30%, why?@60:00 - Cloudflare Inc (NYSE: NET) continues to dominate Fastly Inc (NASDAQ: FSLY)@1:04:00 - Pinterest Inc (NYSE: PINS) 3Q21 - what you need to know@1:08:00 - IntelliHR (ASX:IHR) - Claude Walker's take on IHR's capital raiseOwen's disclosure: At the time of recording, Owen owns shares of Smartpay, Pro Medicus, Apple, Pinterest & Xero. The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.7Investing webinar: https://7investing.com/articles/is-zero-trust-the-cybersecurity-framework-for-the-21st-century/ Visit Claude at A Rich Life: https://www.arichlife.com.au Take one of Rask's intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it's a 5-second task that really helps support the show (and puts a big smile on Owen's face).Join 7Investing: https://7investing.com/subscribe?utm_source=RASKGet $10 off 7Investing when you join and use the "Rask" coupon code at checkout.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 5th November 2021

-- Earnings season volatility: buy or sell? -- The return of uncertainty… -- A2 Milk on the shopping list -- BHP sells oil and gas to Woodside -- Earnings season updates from Pro Medicus, JB HiFi and Domino's See omnystudio.com/listener for privacy information.

Pro Medicus Limited, 2021 Earnings Call, Aug 18, 2021

The S&P/ASX200 closed lower Wednesday, dropping nine points or 0.1% to 7,502. The worst of a bad bunch - BHP and Sims Metals - down 7% and 5.8% respectively. Although it should be said there were some ordinary share performances from not entirely awful reports, like CSL, (-1.7%), Fletcher Buildings (-2.4%) and Bapcor (-4.4%). On the flip side, Domain Holdings (+6.3%), Domino Pizza's (+7%) and Pro Medicus (+15.8%) all higher and all of their chief executive interviews are steamingly fresh and on our website. More madness tomorrow.Our top three VODs:Domino's in a decade long 'efficiency war' expecting a 'dramatic' rise in wages'Quality' Aussie REIT's rate well: Dexus, Charter Hall Retail & GPTThe technicals don't lie. BlueScope is a buy | the trade See acast.com/privacy for privacy and opt-out information.

The S&P/ASX200 closed about 0.1% higher on Wednesday after breaking through to the other side of 7400 for the first time. Commonwealth Bank rose 1.3% for a record high of its own.Pro Medicus led the gainers, Oz Minerals led the not gainers. But while investors have spent the day bracing for tonight's epic US Fed meet, the pandemic caught Sydney napping - a single case confirmed in Bondi just before the close of trade. Our top three VODs are:The contrarian take on buying the energy rallyThe ASX at 8,000? Here is what you should you buy on the way upCould Chinese jawboning kill the commodity price cycle? See acast.com/privacy for privacy and opt-out information.

Like ASX small caps? Want to be a better investor? In this episode of The Australian Investors Podcast Owen Rask, lead analyst at Rask Australia, speaks with two leading small-cap investors (and founders!):Mark Tobin, former small company analyst founder of Coffee MicroCapsAndrew Page, small-cap investor and Founder of Strawman.comIn this conversation, Owen, Mark and Andrew provide an update on what they’ve been working on.Then, each investor shares 3 of their top factors to look for when searching through the ASX, especially when unearthing hidden gem micro caps and small caps.With three each, that means you’ll get 9 tips and tools to add to your investment process (if you aren’t already using them). With examples of companies to match!Companies discussed in this podcast include:Energy One (ASX: EOL), Pointerra (ASX: 3DP), Xero (ASX: XRO), Alcidion (ASX: ALC), Skyfii Ltd (ASX: SKF), eRoad (ASX: ERD), Catapult (ASX: CAT), Pro Medicus (ASX: PME) & Konect (ASX: KKT).Interview recorded: Thursday April 1st, 2021.At the time of publishing, Owen owned shares of Pro Medicus & Xero.Say g’day to Owen, Mark & Andrew:Owen’s TwitterMark’s TwitterAndrew’s TwitterJoin Owen’s Rask InvestCoffee MicroCaps newsletterStrawman websiteFULL SHOW NOTES: https://bit.ly/2PRUgMVOwen's resources: Get Owen's full analyst training & view membershipsGet in touch with Jamie or Drew - click here to reach WattleThe information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

Like ASX small caps? Want to be a better investor? In this episode of The Australian Investors Podcast Owen Rask, lead analyst at Rask Australia, speaks with two leading small-cap investors (and founders!): Mark Tobin, former small company analyst founder of Coffee MicroCaps Andrew Page, small-cap investor and Founder of Strawman.com In this conversation, Owen, Mark and Andrew provide an update on what they've been working on. Then, each investor shares 3 of their top factors to look for when searching through the ASX, especially when unearthing hidden gem micro caps and small caps. With three each, that means you'll get 9 tips and tools to add to your investment process (if you aren't already using them). With examples of companies to match! Companies discussed in this podcast include: Energy One (ASX: EOL), Pointerra (ASX: 3DP), Xero (ASX: XRO), Alcidion (ASX: ALC), Skyfii Ltd (ASX: SKF), eRoad (ASX: ERD), Catapult (ASX: CAT), Pro Medicus (ASX: PME) & Konect (ASX: KKT). Interview recorded: Thursday April 1st, 2021. At the time of publishing, Owen owned shares of Pro Medicus & Xero. Say g'day to Owen, Mark & Andrew: Owen's Twitter Mark's Twitter Andrew's Twitter Join Owen's Rask Invest Coffee MicroCaps newsletter Strawman website FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don't know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

This top Australian Investors Podcast episode features Claude Walker from A Rich Life. Claude is an independent journalist and former investment analyst who is passionate about small cap and ethical investing. He believes one of his key investment edges lies in identifying management teams that are either very high quality or very poor. In this conversation we talk about some simple (and less than simple) strategies to identify management teams with talent and integrity, in particular small-cap companies on the ASX. Strategies discussed includes: Management communication Assessing incentives of key people What skin in the game?! Good horses versus good jockeys Management teams with technical skills Using management signals confirm business fundamentals Claude says, “actions can confirm what you thought was happening in the numbers” Spotting and interpreting management accounting tricks We also talk about PR agencies and the problem with incentives in today's era of investment news and regulation. Be careful where you get your financial “news”. Companies discussed: @43:00 - OneView Health (ASX: ONE) and the recent (and a little concerning) agreement with the S3 Consortium. Neither Owen nor Claude have any interest in this company (long or short). We just found this agreement very bizarre. Pro Medicus Ltd (ASX: PME) MyDeal (ASX: MYD) Nanosonics Ltd (ASX: NAN) Commonwealth Bank (ASX: CBA) (in passing) Okta Inc (NASDAQ: OKTA) Corum Group (ASX: COO) Urbanise.com (ASX: UBN) Monash Health (ASX: MVF) Keep up to date with Claude's work at A Rich Life: A Rich Life website Owen's prior episode with Claude Say g'day on Twitter: Owen Rask Claude Walker At the time of writing, Owen Raszkiewicz owns shares of Okta and Pro Medicus. Recorded Wednesday Wednesday, March 17th. FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don't know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

The ASX200 is eyeing a lift of 0.6% at the open.Oil gained 4% rising over US$45 for the first time since the pandemic hit in March.What to watch today:Fisher & Paykel Healthcare (ASX:FPH) reports results today.Fletcher Building (ASX:FBU), Harvey Norman (ASX:HVN), IOOF (ASX:IFL), Kathmandu (ASX:KMD), Pro Medicus (ASX:PME), Shopping Centres Australia (ASX:SCP) and Synlait Milk (ASX:SML) hold their AGMs today.Construction numbers for the quarter are likely to remain negative with the market expecting a drop of 2%.Local trading ideas:Financial software provider Praemium (ASX:PPS), was upgraded as a Bell Potter Buy with an increased target of $0.90, implying 36% upside in a year. Online learning and exam platform, Janison Education (ASX:JAN), was upgraded by Bell Potter to a Buy from a hold with a $0.45 price target, implying 20% upside in a year. Bell Potter says the company is well placed to deliver strong growth over the next 6-12 months. Nick Scali (ASX:NCK), Liontown Resources (ASX:LTR) and Challenger (ASX:CGF) are all showing bullish charting signals according to Trading Central.

In just one week the Aussie share market hit a seven-month high, whilst also hitting an eight-day low. It seems this pendulum of volatility is a reaction to the impending U.S. election in ten days. The technical viewpoint indicates there is upside to come.In this week's wrap, Jessica covers:(1:05) Investors rotating out of defensive sectors and into cyclicals(1:19) Pro Medicus (ASX:PME) jumping 14%, while Megaport (ASX:MP1) sinks 9%(2:07) The pre-election cash build up: what you need to know(3:02) What the markets tell us about the U.S. election(5:05) Three trading ideas in IT, Education & Property

Some investors like the idea of treating the stock market like an extended fishing trip. They'll carefully pick their spot (think investment universe), patiently wait for the right opportunity, and aggressively reel it in when the time comes and hope that it's a big one. For others, that approach may incite the reaction from the famous meme "Ain't nobody got time for that" and favour buying stocks that are already running hard. We call them momentum traders. In this episode, we've picked out five ex-20 companies the market loves right now, but we've also got fundies Catherine Allfrey of WaveStone Capital and Jason Kururangi of Aberdeen Standard Investments to apply a qualitative overlay over the bullish behaviour of Altium, Northern Star Resources, and Pro Medicus. Is chasing these momentum stocks akin to falling for the hook, line and sinker? Catherine and Jason discuss that question here, and also bring their two best Ideas in an uptrend but offering good value. Visit Livewire Markets to access the video and transcript for this episode. Note: This episode was filmed on 21 October 2020.

The ASX200 is set to fall 0.2% at the open following some of the European Government reinstating COVID-19 restrictions. This saw London's FTSE fall 1.7%.As for Commodities, the oil price fell back to US$40.99 after rising 4% in the two prior sessions.What to watch today:Rio Tinto (ASX:RIO) reports quarterly results today with all eyes on statements relating to coal as China allegedly suspended orders.SKYCITY Entertainment Group (ASX:SKC) holds its AGM today.Local trading ideas:Radiology and software company, Pro Medicus (ASX:PME), was downgraded to a sell by Bell Potter following its 12% rally this week to $31.23 yesterday.Citi reiterated Alumina (ASX:AWC) as a buy with a $1.80 target given the improving global aluminium demand.Citi reiterated Newcrest Mining (ASX:NCM) as a buy but dropped its price target by $1 to $36.MoneyMe (ASX:MME), Redbubble (ASX:RBL) and Fortescue Metals (ASX:FMG) are all showing bullish charting signals according to Trading Central.

A quiet finish to a fairly flat week with the Top 200 closing down 0.83%. Healthcare and real estate were the few bright spots. Rio Tinto CEO Jean Sebastien-Jacques was forced to fall on his sword, but that might not be the end of it. In an interview with ausbiz today, lawyer at the Australasian Centre for Corporate Responsibility, James Fitzgerald, says the company could be in contempt of parliament.Our top three VODs are:Who will win the battle between Afterpay and PayPal?Rio Tinto could be "in contempt of parliament" over Juukan Gorge crisisUS contracts coming thick and fast for Pro Medicus See acast.com/privacy for privacy and opt-out information.

The Aussie share market is expected to gain 0.2% at the open, meaning the ASX200 could end slightly higher this week as it's tracking 0.1% lower Monday to Thursday.Overnight, U.S. weekly unemployment claims soared back to 1 million, this was far more than expected. Despite that, U.S. stocks bounced back from their prior day's fall, with investors focused on maximising returns amid the record low interest rate environment.What to watch today:Companies reporting: Alumina (ASX:AWC), BWX (ASX:BWX), Mayne Pharma Group (ASX:MYX), Suncorp Group (ASX:SUN), Healius (ASX:HLS), Inghams (ASX:ING) and Redbubble (ASX:RBL).In terms of economic news, we'll get a preview of manufacturing and services data for August from CommBank, with both gauges expected to have eased as Victoria remains in hard lockdown.Local trading ideas:UBS reiterated Tassal (ASX:TGR), Origin Energy (ASX:ORG) and Pro Medicus (ASX:PME) as a buy following their results yesterday.Bell Potter upgraded Pro Medicus (ASX:PME) from a hold to buy, with a price target of $28.50. Yesterday it fell 2.5% to $24.68 after delivering weaker than expected profit. However going forward, strong revenues and earnings are expected in FY21 as there are no other competitors in the medical streaming technology space and the company is continuing to invest $7m - $8m in R&D each year to maintain this tech advantage.Perpetual (ASX:PPT) delivered a 20% drop in profit yesterday in line with expectations. On the negatives, it didn't flesh out details about its U.S. fund manager acquisitions and cost guidance is not clear. However on the positives, it's expanding its high net worth (private client business). Bell Potter downgraded PPT's price target to $43.80 but maintained its buy recommendation.The ASX (ASX:ASX) is showing that it's formed a technical bullish uptrend, what's known as an ‘upside break' according to Trading Central's charting. ASX is a UBS sell with a $75 target, it was also reiterated as a Citi sell.

Pro Medicus Limited - 2020 Earnings Call - Aug 20 2020

Scott Power Morgans Senior Analyst discusses Pro Medicus part of the Morgans Best Ideas (November 2019).

Clayton Hatch, Chief Financial Officer of Pro Medicus (ASX:PME) discussed their company result for FY19 with the Morgans network.