Interesting read and exposure is good .
https://www.fnarena.com/index.php/2017/11/10/the-wrap-health-insurance-a-reits-nbn/
Senetas ((SEN)), meanwhile, is expected to produce solid earnings as it rebounds in FY18, with further strong growth in FY19 as new products gaining traction in the global cyber security market. Empired ((EPD)) is also a key pick, despite a slightly disappointing first quarter update. The stock appears to Bell Potter to offer value on a low double-digit FY18 price/earnings ratio.
Ann: AGM Address by Chairman and CEO Presentation, page-62
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