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11-09-2017, 09:11 PM
#811
 Originally Posted by BlackPeter
Correct - FPH looks dear, but it always did. In my books it is in with a forward PE of 34, a backward PE of 70 (shocking) and a CAGR (slightly below) 10. Even if I apply the original Graham formula, this stock looks dear.
Just compared them to one of the truly international health care stocks: Fresenius (German healthcare giant specialising in dialysis equipment and everything related and 25 times larger than FPH) sells currently for a forward PE of 19, a backward PE of 29 and they have a CAGR above 10. Maybe I should shift some more money to Germany ...  ;
On the other hand - nobody makes money by telling the markets that they are stupid. Do hold some FPH (as well as some FRE (DE) and keep monitoring the uptrend ...
Isnt it harder for massive companies to expand at a fast rate? With FPH being smaller, they have the advantage ,and many companies that have gone on to great heights have had PE of 40 + in the early years. I think this company will just keep on going , with all the ill health,obesity and the rest. We use Fph at our hospital, and everyone loves their technology . Up 400% in 5 yrs, ...let it run
dis. Holding not enough ......
Last edited by Yoda; 11-09-2017 at 09:12 PM.
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11-09-2017, 09:52 PM
#812
Originally Posted by Yoda
Isnt it harder for massive companies to expand at a fast rate? With FPH being smaller, they have the advantage ,and many companies that have gone on to great heights have had PE of 40 + in the early years. I think this company will just keep on going , with all the ill health,obesity and the rest. We use Fph at our hospital, and everyone loves their technology . Up 400% in 5 yrs, ...let it run
dis. Holding not enough ......
good point. FPH looks big if compared to other NZ companies, but internationally they are still a mignon with huge growth potential.
----
"Prediction is very difficult, especially about the future" (Niels Bohr)
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11-09-2017, 09:57 PM
#813
OE buyers from BOA Merrill Lynch conference probably happy to buy for long term
https://www.fphcare.co.nz/our-compan...presentations/
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18-09-2017, 05:17 PM
#814
If anyone was wondering about the down day - UBS downgraded to Sell
( based on valuations and not a material event )... $11.35 PT
Last edited by hardt; 18-09-2017 at 05:28 PM.
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18-09-2017, 09:02 PM
#815
Originally Posted by hardt
If anyone was wondering about the down day - UBS downgraded to Sell
( based on valuations and not a material event )... $11.35 PT
I'm not surprised,twas a tad overbought in the short term
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29-09-2017, 09:37 AM
#816
ResMed not exactly covering themselves with glory in this patent fight:
https://www.nzx.com/companies/FPH/announcements/307998
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29-09-2017, 02:19 PM
#817
Originally Posted by mondograss
All good. That's what the market is saying
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11-10-2017, 03:21 PM
#818
setting itself up for a fall imho. I might consider a short at 13:30
(based on bearish butterfly formation)
For clarity, nothing I say is advice....
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12-10-2017, 08:47 AM
#819
Member
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12-10-2017, 09:10 AM
#820
Originally Posted by Cricketfan
Good stuff eh
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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