tag:blogger.com,1999:blog-3686764185628666543.post1508642115968623042..comments2023-10-10T03:26:30.831+13:00Comments on Share Investor: Resmed takes market share from Fisher & Paykel HealthcareShare Investorhttp://www.blogger.com/profile/02150520236094812434noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-3686764185628666543.post-3412746284337695212011-08-14T14:10:10.183+12:002011-08-14T14:10:10.183+12:00Kris, you think there is? If there is a rumour tha...Kris, you think there is? If there is a rumour that someone has been sniffing around FPH surely shares would be going in the opposite direction?<br /><br />Having said that, the share price is currently a relative bargain for such a quality company and ironically FPH could be a target by Resmed itself(albeit a much bigger target than previous acquisitions)given its recent penchant for growing by acquisition.Share Investorhttps://www.blogger.com/profile/02150520236094812434noreply@blogger.comtag:blogger.com,1999:blog-3686764185628666543.post-68800972094035021652011-08-14T10:43:42.394+12:002011-08-14T10:43:42.394+12:00Well there seems to be some news behind the scene,...Well there seems to be some news behind the scene, may be a <br />takeover offer,due to the low's of the FPH shares,and certainly<br />waiting to hear the commentary at AGM by the management,<br /><br />krisAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3686764185628666543.post-39942528655324860282011-08-08T16:29:53.964+12:002011-08-08T16:29:53.964+12:00There could be another good opportunity to get in ...There could be another good opportunity to get in lower tomorrow depending on what happens to the DOW Monday. The NZX appears to have gone to town on the sales today if you compare it to the ASX. Almost double the losses thus far.Share Investorhttps://www.blogger.com/profile/02150520236094812434noreply@blogger.comtag:blogger.com,1999:blog-3686764185628666543.post-20558672184618697882011-08-08T16:24:59.536+12:002011-08-08T16:24:59.536+12:00I was lucky I guess. All market indicators - negat...I was lucky I guess. All market indicators - negative market, lower US dollar - meant that the market was going to price this down. It was more luck the yanks had problems over the w/end. I am betting that FPH products are better than RMD because RMD look to buy to get their innovation while FPH are still able to innovate from within. I will buy soon. The gross div yield is well over 7% on these prices.Share Investorhttps://www.blogger.com/profile/02150520236094812434noreply@blogger.comtag:blogger.com,1999:blog-3686764185628666543.post-80842476924383772802011-08-08T13:43:11.725+12:002011-08-08T13:43:11.725+12:00Hi Darren,
Thanks for your views on Resmed and FPH...Hi Darren,<br />Thanks for your views on Resmed and FPH. If it weren't for you, I woulda bought FPH at 2.70 a few wks back! (it had huge support at 2.70 at the time)<br />I'm curious, do you plan on buying more FPH in light of Resmed improving their market share?<br />I'm eyeing FPH very closely...Rafanoreply@blogger.com