FPH - Fisher Paykel Healthcare.

[kiora]

Yes the beginning was interesting
I brought my first lot at $4 and it dropped to $3 so I doubled down.
I admit even back then I didn't have an exit strategy

[RupertBear]

F21 526m and then a 22% drop in earnings to 410m in F22

Wonder how market will react to a 20% drop in earnings (if it eventuates)

FPH might do an A2 .....market darling becoming an ugly duckling as it gets rerated.

Hope not but market can be pretty fickle when high fliers on high multiples see growth slowing.

Ohhh noooo! Who is this bleak person posting as No Worries Winner!!

[winner69]

Ohhh noooo! Who is this bleak person posting as No Worries Winner!!

You’ve got to consider the good things ....and be aware of what might go wrong

Put the good things in column 1 ...the what msy go wrong in column 2

If column 1 longer tham column 2 theN NO WORRIES

[Leftfield]

The beginning of this thread is interesting
Suppose the title thread is still relevant tday

Interesting to see the old thread and the personalities involved...... be interesting to hear from any long term holders and how they have fared.

FWIW to avoid confusion I've merged the two FPH threads back into one.

[winner69]

Forsyth Barr has a 12-month target price of $32.50 for FPH

[alokdhir]

Forsyth Barr has a 12-month target price of $32.50 for FPH

Usually negative Jarden has $ 36.15 and Craigs have $ 41.15 updated target . FB is most negative on it while Fisher funds is most positive on it .

Pure analysts which do not manage funds but give advise only are always all over the place ...thats why I trust the judgement and skills of Fisher funds as they are fund managers too ...they put their money on their picks ...not just give advise

PS : Jarden also highlighted their new market leader status in hospital equipment got well entrenched after this pandemic which will lead to long term growth ahead . Add to that new area of Homecare ventilation which will help them grow their home care side too

[winner69]

Usually negative Jarden has $ 36.15 and Craigs have $ 41.15 updated target . FB is most negative on it while Fisher funds is most positive on it .

Pure analysts which do not manage funds but give advise only are always all over the place ...thats why I trust the judgement and skills of Fisher funds as they are fund managers too ...they put their money on their picks ...not just give advise

PS : Jarden also highlighted their new market leader status in hospital equipment got well entrenched after this pandemic which will lead to long term growth ahead . Add to that new area of Homecare ventilation which will help them grow their home care side too

KFL appear to have increased their FPH by 500,000 odd shares $14m from December to March

Pretty cool eh

[alokdhir]

KFL appear to have increased their FPH by 500,000 odd shares $14m from December to March

Pretty cool eh

That maybe due to warrants money of $ 90 mil invested in March ...but overall they very positive . They reduced a bit of MFT but kept FPH same ratios after warrant issue . Thumbs up from them

[Old mate]

SP taking a hammering today before results out

[winner69]

SP taking a hammering today before results out

Was thinking the same ....surely not a bad result on the way