peejay yes was hard to sell TNE after holding since 2006, but on a PE of 47 it was above what I am comfortable with. With ARB on a PE of 40 it was similar sentiment, so redirected some funds to BAP on a PE of 23, with similar growth going ahead, it seems to me.
I have held SNL ( small co. but very well managed) a lot of years and I topped up on them.
Worth looking at in my opinion, and I hold, are MSG PBP SSM.
Cheers Riv
Ann: Ramsay Health Care Completes Share Purchase Plan, page-53
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