EHE 0.00% $3.08 estia health limited

hi dimaz. theres not much risk anymore, now they've executed, so...

  1. 88 Posts.
    hi dimaz. theres not much risk anymore, now they've executed, so i guess averaging down is fine.

    there is indexation ann on march 9. ASX200. instos will be forced to buy, now that it has beat expectation, and they know its fine.

    hoping for more acq in coming months- their stated goal is 600-700 places per full year, and they are at 80(ann dec 14), slightly ahead of expectations

    stock isn't overvalued, p/e ratio is very reasonable in a highly priced market. most peer health care stocks are at 28-35X FY15

    each acq can add 3-5% to EPS growth.
    Last edited by middlepath: 20/02/15
 
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