2017 Stock Picking Contest

[percy]

Always interested in your picks percy..

MCK ???.. Good grief .. Their ROE was only 9% against the industry average of 40%...

You know something you would NOT like to share :-))

"Well positioned".
Refurbished hotel,another hotel [leased] added to their portfolio.
Tourism numbers are growing.The "season" is now longer.A bit like a retailer,the extra revenue should go straight to the bottom line.
Half year in February should be interesting.
Next year Lions Tour and Masters games.
Maybe,just maybe, their eps growth will be twice their PE.?Now that will be fun.!!..lol.

ps.HBL remains my largest holding.