Which stocks that you own provided the biggest positive surprise in the reporting season?with an improving insurance margin. They have delivered three years of high, single-digit premium growth and continued to improve investment returns on the back of higher interest rates. On our core, normalised earnings, QBE trades on 9 times earnings per share versus the long run market multiple of 13 times.
Our thesis is the early detection of impending medical conditions from diagnostic medicine is fundamental to our health and well-being, and saves healthcare costs in the long run. Should the major miners still hold a spot in portfolios even though earnings will slow from last year’s elevated levels and dividend cuts?
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