A: Ramsay Healthcare (RHC) is Australia’s leading private hospital operator. It is the second largest company (by market cap) in the healthcare sector and has been one of the best performing companies on the ASX over the last decade. Over the last 12 to 18 months, it has been a little challenged by its acquisitions in France and the UK, and a tougher environment locally. This is why the share price has come off from over $80 to a low of around $52. Today it is around $58, and while somewhat expensive (all companies in this sector are expensive), I think there is still upside with the company. Ramsay is due to report on Feb 28.

Orora is a spin-out of Amcor, and since listing, has been a very steady performer. It reported yesterday with sales up 9.9%, EBIT up 5.9% and EPS up 6.9%. It has a strong balance sheet with gearing at 34%. While arguably an industrial company, it is classified in the ‘materials’ sector and represents a way to play the non-ferrous part of this sector.