I sold out of a 4% portfolio position on market open. To my reckoning the price was too high for underlying growth of 3% over the (I think) pcp. Apparently they are forecasting 6-8% organic for the year. I get plenty wrong too so will have to see what the fundies think (i.e. share price action). Like you when I read the first page it looked great, but dig a bit deeper and it was pretty disappointing.
To any long term holders this is a great company and would have held on if the price was not so high. Currently even CSL on a PE of 40 and growth of 10-12% p.a. seems a little better value.
Only time will tell if I regret my decision, as I don't like to sell quality companies.
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Open | High | Low | Value | Volume |
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No. | Vol. | Price($) |
---|---|---|
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3 | 807 | 26.000 |
1 | 400 | 25.980 |
2 | 626 | 25.800 |
1 | 50 | 25.750 |
Price($) | Vol. | No. |
---|---|---|
26.200 | 21 | 1 |
26.280 | 1000 | 1 |
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