Australian Investment Blog

Comments flood in on Medibank Private and US Indices start to show their hand

I was delighted to see the most number of questions and comments after my piece on Medibank and the health care sector yesterday, now I know it’s worth getting up at 5am, people are reading and contemplating my reports! Firstly, I acknowledge that the best comparison for Medibank is NIB and I did not mention it yesterday – a simple omission as I have not traded the stock in a number of years. Important points to note on Medibank:

Industry growth is good: healthcare expenditure has been growing at 7.9% for the last decade.

There are less Medibank policyholders than there was 2 years ago – growth?