RE:RE:RE:RE:RE:RE:RE:RE:RE:WE NEED a MIRACLESmokey1958 wrote: Presumably some of the best minds in Canadian business disagree with you. Yes, some are the "talkers" for companies heavily invested, but the reality is investments of all shapes and sizes have been hammered. All of that is based on sentiment and a concern that inflation, the war in the ukraine and China's insane thought that they can manage the pandemic through a zero covid policy is making genuine economic recovery significantly challenging.
The reality is that fundamentals are fundamentals. Health Care is changing as the Model T did in response to an ever changing want to move forward and at the desire of the masses. WELL is (and has) extremely well poised to take advantage of this paradigm shift. To see this otherwise is not to recognize this shaifting dynamic ...and a failure to take advantage of it. Exhibit 1, Sears!!!
Well said, and I would add that while the "overall" market is getting marked down, traditionnally the business that perform through the downturns are the ones that shoot up the most and get re-evaluated over their pre-downturn multiples.