rxm as renewed takeover or merger opportunity, page-13

How many copper mines does CSL operate? Given the answer is zero its a bit wrong to directly compare SP performance of these 2 companies on a like for like basis. Why not compare CSL to CBA?

CSL is a completely different industry where IP has a lot of value. New vaccines and R&D lead to royalty streams. The IP means that alternative suppliers of the same drug is difficult - i.e. you can't just buy it (legally) from someone else because it is manufactured more cheaply elsewhere. The royalty always comes through.

One could point out various sectors and companies that have done better than others over any given few years.

I say look for opportunities to buy in low where SP does not reflect the true value with your divvy. To my Mind OZL and a host of other Australian resource companies are in this position now. Just like Aussie banks in the GFC we are in a period of bargain prices for many resource and energy companies on the ASX IMO.