SRX sierra rutile holdings limited

Discounting the effects of the $A vs the $US what do the posters...

  1. rl
    109 Posts.
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    Discounting the effects of the $A vs the $US what do the posters here think is the minimum yearly percentage increase in sales/ earnings needed to sustain a PE of 46+ over the next few years.

    I hold SRX in my SF portfolio but admit to some concerns that it is being priced to perfection. Is is obviously possible to lose money by investing in excellent companies if you pay too much and I wonder if Hunter Hall's recent sell down is a "canary falling over in the coal mine"
 
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