Recent Commentary
Professional’s Pick – Fisher & Paykel Healthcare (FPH)
This stock is a dominant player in its sector due to its commitment to research and production innovation.
A first class company – Corporate Travel Management
A focus on the business travel segment for this company, and global expansion plans, could pay off big time for the investor.
Virtus Health – a unique conception
It’s had a rough ride since listing in mid 2013 but the fundamentals are still there and Jelena Stevanović, analyst with Platypus Asset Management is still a believer.
Ramsay – still a great addition to a portfolio
It’s arguably one of the best-run businesses in Australia and Platypus Asset Management Jelena Stevanovic explains why she is a true believer.
Short ‘n’ Sweet – Acrux revisited
Fundies don’t always buy stocks, sometimes they sell them too. Today we look at knowing when to offload a poor performer.
Buy Greencross for a pet payback
Platypus Asset Management portfolio manager, Jelena Stevanovic, is a big fan of veterinary practice acquirer and pet goods retailer Greencross. The company has gone up nearly 20% since they acquired i..