NHF Value, page-3

Think it is very cheap at these levels. these levels sort of assume the worst will happen to NHF with the Medicare surcharge levy coming off which has long been a desire of the Coalition Government even before Abbott was elected

The US Iran war if that is what it will be, will make the LNP pretty invincible, they may do things like repeal the Medicare Levy Surcharge and end immigration from “non-safe”, mainly Muslim majority countries but that should not adversely affect NHF to the way the market has handled the NHF SP IMHO.

The fact that NHF has Mark Fitzgibbon, the brother of a potential ALP Leader Challenger, Joel Fitzgibbon, probably explains the discount to the MPL SP IMHO but pls DYODD.

change my sentiment to buy from sell. Sold off too much.