HSO takeover offer will be huge for Ramsay, page-8

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Caliente

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27/04/18

14:02

Post #: 32722957
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Originally posted by madamswer ↑

1. Sector is ripe for M&A

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.

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You know exceedingly well that CSL And Cochlear run completely different businesses to Ramsay.

I stand by my call - you should proceed to “sell all your healthcare stocks”

RHC Price at posting: $64.54 Sentiment: Buy Disclosure: Held
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Last $38.87		Change 0.610(1.59%)		Mkt cap ! $8.965B

Open	High	Low	Value	Volume
$38.60	$38.97	$38.35	$8.679M	223.8K

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8	505	38.810
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Price($)	Vol.	No.
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HSO takeover offer will be huge for Ramsay, page-8

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HSO takeover offer will be huge for Ramsay, page-8

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