RE: Long term8 Dec 2023 14:42
Dallo - Thanks to you also for taking time to reply, particularly with information you've requested personally from IR. I also feel the health sector in general is out of favour just now (my holdings in GSK, HLN, HIK and SN are a testament to that) but the valuations are becoming hard to ignore. In fact, I think that AI will be making a significant contribution to valuations in the next few years, so I'm happy to build slowly. For my sins, I have modest investments in a large number of different stocks, which means at times I don't have enough time to fully research everything equally.