Originally Posted by
value_investor
Depends on the lens you're looking at. MET is under market speculation at a ridiculous price imo. RYM and SUM have proven track records, while ARV is showing itself as being capable of being there.
The last OCA FY result showed stagnant underlying earnings which includes falling earnings from the care segment. Is it still a bargain if OCA again bring to the table another year of the same earnings?
I do think that the care segment will again see a fall given the rise in wages on the sector, I'm sure the more aged care needs there are the more staff are required. The question is whether the gains in the new units can offset and bring it higher earnings. I'm optimistic it can, but I need to see it in action before I double down on my position.