Ebos Limited EBO

[RTM]

New highs all round ( and in my last post for 2019 read 2018 )

I am hoping that my current EBOS holding is the modern equivalent of Mainfreight that I should never have sold.

I dodged a bullet with EBOS...Bought at 8.45 and 9.05. Thought I was doing well when I sold at 13.53......ended up buying back in at 13.54 ! Fortunately not to much damage done and a lesson well learnt.

[kiwico]

Highlights of the comments from a recent review on an Australian value investor website I subscribe to are:

* good track record of acquisitions
* profit growth of 5% or more if margins remain stable
* risks seen as Australian government spending and if manufactures were to cut out the wholesaler
* valuation doesn't look demanding but healthcare part of the business looks ripe for deregulation or disruption.

Happy holder from $8 ish.

[MauroNZ]

Highlights of the comments from a recent review on an Australian value investor website I subscribe to are:

* good track record of acquisitions
* profit growth of 5% or more if margins remain stable
* risks seen as Australian government spending and if manufactures were to cut out the wholesaler
* valuation doesn't look demanding but healthcare part of the business looks ripe for deregulation or disruption.

Happy holder from $8 ish.

Would you mind sharing the name of that publication? you can send me a PM if you prefer. Thanks.

[kiwico]

Would you mind sharing the name of that publication? you can send me a PM if you prefer. Thanks.

I've PM'd you.

[macduffy]

New high of $24 today. Onward and upward!

[Snow Leopard]

New high of $24 today. Onward and upward!

I missed that 30 minutes of glory, But there is always next time!

[percy]

New high of $24 today. Onward and upward!

Well that post certainly brought out all the sellers.Finished the day at $23.60.
Always next week.?.....lol.
$25.00.?

[macduffy]

Yes, there's always a few who can't resist a new peak, eh?

Will need continuing good results to justify these high prices but very hard to sell down any more of my oldest, best performing act!

[ratkin]

Yes, there's always a few who can't resist a new peak, eh?

Will need continuing good results to justify these high prices but very hard to sell down any more of my oldest, best performing act!

It has been fairly glacial movement upwards which is probably a good thing, unlike plenty of other shares it has not raced way ahead of itself.

[peat]

very hard to sell down any more of my oldest, best performing act!

yeh totally I am being torn apart by the high valuation and the ascending wedge making me want to further reduce , and the quality of the company making me not want to have too few.