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Here's one chart showing that Sirtex is one heck of a solid business.

It show the same pattern as other known quality businesses I've looked at and discussed here: www.danginvestor.com

[sorry for the self-promotion, but we're discussing and my link goes a long way to support the argument, I think].

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What is the pattern?

Contributed Equity and its accumulated returns.

Since 2011, SRX has retained more earnings than all the shareholders equity has ever put into it (excluding the dividends paid out). In fact, as shown by the blue and red bar, Net Op. Cash received in 2011 alone almost equal all the equity that has ever put into the business.

Then it kept on growing and growing, paying higher and higher dividends (purple) while contributed equity rarely changes.

In 2016, its net operating cash almost doubled all the equity contributed.

Not many other businesses could achieve that. And rarely are they sold at such low multiples.

This is not to say that its share price wouldn't drop further. In fact, I was thinking that it would drop a whole lot further than when I bought a small amount (with all my spare cash) at $14.20s... So here's hoping that it'll crash further. So go Trump, tweet something true about the drug companies.

And true, we can all say that these are past performances. The future lies ahead and SRX's drugs are doomed.

I've looked at that and the market's loathing of Mr Wong's maybe illegal, maybe bad timing, sales of stocks. And SRX is one to hold for the lifetime, especially at these and lower prices.