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.
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.
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.
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.
Bookmarks