yesterday from James Telfser (Caldwell Investment Management). GLTA
| 2013-01-23 || TOP PICK || DH-T || Davis and Henderson || |
Have been turning themselves around for a number of years. Made a lot of acquisitions in the US and are more of a financial IT company now. A little bit of an unknown story creating an opportunity. Balance sheet has been improving so they can make some acquisitions. Only trading at 11X next year’s earnings. 5.9% dividend is very safe and increasing.
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