FPH - Fisher Paykel Healthcare.

[percy]

I take your meaning mate but I would debate that acquiring the skills, capital, machinery, systems, infrastructure and personnel to set up a freight and logistics company with a global footprint is not exactly a "no moat" situation.

Google international freight companies and you will get 7,350,000 results,while googleing respiratory system manufactures you will only get 1,210,000 results,so my point is anyone can set themselves up as a freight company.!

[Beagle]

I'll start mine right now then mate

[percy]

I like FPH too, percy, but never owned any, other than via F&P in the old days.

Not so sure about the deep moat though. Musn't overlook the competition from Resmed, RMD, whose SP has also been going great guns lately.

Cheers

Have never overlooked RMD.A great company too.Both companies are enjoying a fast growing section of the health market.
Will be interesting to how they perform over the next year or two.
FPH sp $6.23 today,while RMD's is A$6.98.

[percy]

I'll start mine right now then mate

It's that easy.!!
Told you so.!!!!!!!!!!!!!!!!!!!

[Beagle]

Please send $59.95 so I can cover the set-up costs of registering you as my first customer
Granted anyone can set one up but can they grow EPS at 14% over average over the last 5 years ?

[percy]

Please send $59.95 so I can cover the set-up costs of registering you as my first customer
Granted anyone can set one up but can they grow EPS at 14% over average over the last 5 years ?

Cheque is in the post!!

[Jim]

Have never overlooked RMD.A great company too.Both companies are enjoying a fast growing section of the health market.
Will be interesting to how they perform over the next year or two.
FPH sp $6.23 today,while RMD's is A$6.98.

This darling is unstoppable, it is setting record just about every week, I wonder when will it stop or maybe it is time to cash in some ??

[samdaman]

This darling is unstoppable, it is setting record just about every week, I wonder when will it stop or maybe it is time to cash in some ??

Seems so right! Personally I like the phrase the trend is your friend, I do think fundamentally it's a wee bit overvalued. I posted my thoughts a bit back in post #171 but I would take my opinion with a grain of salt. If you feel it's overpriced sell, if you feel its going higher stick with it.

[Joshuatree]

MFT is a great company in the transport sector where there is no moat.
FPH is a great company in the health sector and has a deep moat.
Best to own both.!!!

Apparently Deep Throats make the loudest noise.

[percy]

Apparently Deep Throats make the loudest noise.

So true.!!!!! lol.