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4 top investment ideas from the Macquarie Investment Conference

Macquarie Bank

The Macquarie conference wrapped up last week which brought to an end a hectic week of investment idea generation that sees over 100 business leaders of ASX 200 companies present to over 800 institutional investors.

Here are four companies that presented which are worth highlighting…

Navitas Limited (ASX: NVT) is a leading global education provider with over 120 colleges and campuses across 31 countries. Navitas offers its wide range of educational services to more than 80,000 students, clients and professionals.

Given the volatility experienced amongst education stocks recently, sticking with an entrenched player with a solid track record would appear a decent way to play this appealing investment thematic.

iSentia Group Ltd (ASX: ISD) is a leading provider of media intelligence services to a wide range of corporates, governments and organisations.

With the company providing guidance for revenue growth of between 22% and 24%, and earnings before interest, tax, depreciation and amortisation (EBITDA) growth of between 18% and 25% for the current financial year, iSentia’s growth story is certainly appealing.

With a market-leading position in Australia and a growing presence in Asia, the company’s future looks bright.

Link Administration Holdings Ltd (ASX: LNK) is a recent listing on the ASX and commands a market capitalisation of $2.9 billion.

Link is a market-leading administrator of financial ownership data, and services over 10 million superannuation account holders, over 20 million individual shareholders and processes over $70 billion in payments per annum.

Given the growing and increasingly complex regulatory environment for financial services, Link appears well placed to benefit.

Japara Healthcare Ltd (ASX: JHC) is one of Australia’s largest aged care providers operating 43 residential care facilities.

Japara has a presence in five states and territories where it offers over 4,750 places. Across the group the average occupancy is 94%.

With Japara achieving double-digit growth in revenue in the first half and operating with a solid balance sheet, the company looks like an appealing way to gain exposure to the healthcare thematic.

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Motley Fool contributor Tim McArthur has no position in any stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.

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