The Australian Healthcare sector: where are the opportunities for investors?

By Daniel Moore |  29 January 2018

In part two of our Healthcare sector update and video with Daniel Moore, Senior Equities Analyst and Portfolio Manager at Investors Mutual, Daniel discusses those stocks that he believes are the best long-term investment opportunities, which ones he is cautious on, and what the future holds for the sector as a whole. Read part one for background on the sector including the key drivers of the sector’s performance.

Do you think it’s worth investors owning Healthcare stocks, given the current environment?

When looking at stocks to buy within any sector, there are two key factors to consider:

  1. Are there good quality companies within the sector?
  2. If so, are they good value?

The answer to the first question is easy – yes, as there are many high quality healthcare companies listed in Australia that are actually global leaders in their field.

The harder question to answer today is whether these companies represent good value.

20 lessons from 20 years
of Quality and Value Investing


Please Sign in or Register to read the full article