Hi all (especially Camden, hopefully we can avoid the duck on...

Hi all (especially Camden, hopefully we can avoid the duck on this thread)

I've been watching this stock for the past 6 months and bought in very recently. I am a little wary of their current ROE reported at 50%, and do not believe that it can be maintained.

I have used 2009 NPAT for my current valuation forecasting around mid 30% ROE for the current year. I believe that this will be achievable (more than likely will be a little better).

I believe that SFH is valued at well north of it's current price, and think that buying at or below the current price will be well rewarded in the future.

Cheers