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During the past few months I have seen both Buy and Sell Broker Recommendations in relation to Healthscope (HSO).
Such divergence is confusing for Investors, hence I would like your analysis/view as to whether this would be a worthy stock to hold as one of approx twenty stocks in a SMSF with a long term (15 years plus) growth view.
I’m thinking Healthcare is a longer term growth sector and I will allocate approx 15% of my portfolio to Healthcare. Alas I think I’ve missed to boat with Ramsay etc in relation to growth. I read the financial press daily and I am in a position to monitor future HSO announcements and performance.
A: Thanks for the question.
As you know, I prefer Ramsay to Healthscope and see no reason to change this view.
That said, Healthscope is a lot cheaper!
I agree with your assessment about the sector.
Regards
