The biggest recession and the highest rate increases is not going to affect people getting bad burns. The only thing affected is that hospitals will look for the most cost effective well reputed product out there to treat them. Which is great for PNV. I see it as having defensive qualities as well which is why its one of my two top holdings. Sadly its over my investment percentage limit in my portfolio or I would be buying again. I agree with you in ensuring we stick to our portfolio limits and you handled that well buying back in at a good price.
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