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FPH is a great company who continues to deliver good growth each year and you would expect this year to be fantastic.
That being said, I think the share price is over baked. I like the look of IXJ ETF more and bought into that earlier in the year which gives exposure to whole sector.
I haven't been following RMD to closely but didn't the SP drop after quarterly earnings miss? That might be a cause for concern.
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