Pfizer buys generic company Hospira on a 36 x PE FY15; 30x FY16 Further evidence that investors can win out of global shakeup in Big Pharma Pfizer has paid a full price of $US17bn for Hospira which equates to a PE multiple of 36x for FY15. Pfizer has acquired Hospira, a speciality pharma and biosimilar drug company, which produces biosimilars of biologic drugs that are off patent. Consolidation among the big […]
Nitesh Patel
Many investors buy Microsoft stock for the wrong reasons
Many good reasons to buy the stock Many investors might but for the wrong reasons Microsoft is wrongly viewed by many as a consumer technology play With 67% of gross profit from corporates: Microsoft is an enterprise business Cloud, Windows 8, now Surface Pro 3: its all about supporting enterprise level businesses where interconnectedness increasingly […]
India looks like a better investment option after Modi’s warm reception at G20
Insync believes he is a man for constructive change in India but one needs to be very selective in taking direct exposure in the country and prefers multinationals with exposure to the growing Indian middle class Indian-born fund manager, Nitesh Patel, believes that Narendra Modi is the man who has the attributes to modernise India and is […]
Australian investors could be missing out on potential international returns
Australian investors including SMSF’s who remain significantly under-exposed to global stocks may be missing out on better value and growth stories not easily available on the ASX The big-four banks plus BHP, RIO, News Corp, Telstra, Wesfarmers and Woolworths account for around $900 billion (or a whopping 60%) of the total market. Diversifying a portfolio […]
Put a ‘put’ in place to protect the downside risk for international stocks
Insync has raised protection to cover majority of portfolio throughout 2014 Insync believe that investors should increasingly focus on preserving the return Insync Fund Managers dynamically implements index put strategies to protect its international equities portfolio. As the markets have significantly recovered from their 2009 lows and valuations on many equity markets are high […]
Consolidation in the big pharmaceuticals sector to produce better investor returns
As Big Pharma consolidates and their portfolio of drugs rationalise we expect better margins and more investment into novel therapies. This will lead to increased and higher dividends and a potential re-rating of the sector. Insync Funds Management expects big Pharma to reduce from the current eight large players over the next 12-24 months as […]