Why now particularly, more than last month or last year?
2. in my discussion with some trusted CommSec Analysts Healthcare definitely a hot sector to go overweight in again
You spoke to a stockbroking analyst who said it is a hot sector to overweight?
Whenever I hear like sort of thing, I'm tempted to sell all my healthcare stocks.
3. Ramsay is the best run of the lot
Really? Better-managed than the likes of CSL, COH, RMD, SHL?
Ramsay management have spent a lot of our capital on forays into France and the UK, with very little to show for it several years later.
As time goes by, it increasingly looks like they should simply have given that capital back to the owners of the business.
I don't see that same level of questionable capital allocation from the companies listed above.
RHC Price at posting:
$65.00 Sentiment: None Disclosure: Held
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