An Emerging Leader

This business is the only ASX listed company operating exclusively in diagnostic imaging. Diagnostic imaging includes procedures such as radiography, mammography and ultrasound. This business currently conducts 700,000 procedures every year and employs over 450 employees across 52 clinics, with the aim of continuing to expand its business operations both organically and through strategic acquisitions.

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Property Not Without Its Threats

Questions relating to the high priced domestic housing market have recently made their customary appearance across headlines in both the mainstream and financial press. Auction clearance rates, although somewhat skewed, have been buoyant, while prices have continued on their merry way with the market in its entirety now exceeding $4 trillion.

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Does Telstra Still Stack Up?

Telstra is clearly the largest domestic telecommunication company, leading the market in domestic fixed voice, broadband and mobile services. Given the size, scale, market share and longevity Telstra is in a strong position to dominate the industry. But with all its size and brand recognition, Telstra hasn’t been spared the vitriol of the market in its time. In years past the business has been accused of a certain lethargy, squandering its market dominate position in the face of stubbornly high costs and an unproductive workforce.

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ECB Stimulus Presents An Opportunity

This month saw the start of a new phase in the European economic saga as the ECB committed to deliver the much anticipated quantitative program worth at least 1.1 trillion euros designed to fight off the fears of deflation. In the ensuing aftermath European stock markets, as well as markets around the world, surged evoking recent memories of the Federal Reserve’s own QE programs and the broad scale asset price rises that followed.

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3 Of The Best!

As we enter the New Year and approach the half yearly earnings season, I thought we could take a look at three businesses across three sectors that not only have a good chance of reporting strongly in the coming months, but have potential to be solid outperformers for the year ahead.

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The Challenge Of Finding Value

In recent times the market has experienced significant volatility. Contagion appears to have gripped the broader market, with falls in commodity prices spreading to drag the other sectors sharply lower. Inherently, simultaneous falls in the prices of Iron ore, oil, coal and gold places significant downward pressure on the ASX given to the overwhelming index weighting towards the mining sector.

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Lower Oil Temporary Medicine For Qantas

Australia is a proud nation. We’ve come to believe that having the beloved flying kangaroo soaring across foreign and remote skies is necessary to engender a sense of enduring nationalism. After all Qantas is the spirit of Australia… Of course, just like a fickle fair-weather football fan, when it comes to a commitment such as booking an overseas flight to London none of this really matters. How much are those Etihad flights again?

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Interpreting Return On Equity, Dividends & Debt

When an individual considers investing in the stock market it’s vital that they follow a strategy, a plan of attack that has the ability to improve one’s chances of success. As straightforward as it may seem, human beings by nature tend to be ill-disciplined, often throwing away the playbook in search of the quick buck. But in many ways who could blame them? In today’s world there are a plethora of convoluted investment approaches being championed by industry commentators and analysts alike, often confusing the average investor, and leading to over-diversified concocted portfolios that lack structure and logic.

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More Growth For Domino’s Pizza

Domino’s Pizza Enterprises is the licence holder for the Domino’s Pizza brand in Australia, New Zealand, France, Belgium and The Netherlands. Despite preconceived notions about the French palate, believe it or not the French are the second largest consumers of pizza globally. As it stands The French sit only behind the US, consuming 10 kg per person and opening up a substantial fragmented market.

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Employment Data & The Impact On Confidence

The Australian employment figures were released yesterday surprising slightly to the upside. The number of employed persons increased by 24,100, exceeding the consensus forecast of 23,000 and taking the total number of employed persons to 11,592,200. Although the headline unemployment figure remained steady at 6.2 percent, the part-time full-time split was encouraging. The economy added 33,400 full time jobs while 9,400 part-time jobs were lost demonstrating confidence among employers to take on permanent staff.

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Sectors To Invest

With over 2000 companies listed on the ASX split across 10 official industry sectors, for the average investor constructing a portfolio can be an intimidating process. Each sector tends to respond differently dependant on various macroeconomic and structural factors making it hard to identify profitable investment opportunities, at the right time. With that in mind the following sectors in our opinion offer opportunity in the current economic environment:

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The Case For A Healthy Correction

Over the past week markets have experienced a return to significant volatility after what was an extended period of eerie quietness. After gradually grinding its way higher throughout the year to date, the S&P 500 with a cruel swiftness has erased almost all of its gains for the year. As things stand there are numerous factors globally culminating in a tug-of-war across financial markets as the outlook for the US contrasts with weaker data from coming from abroad.

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