"....why I love and own ARB and to a lesser extent also own PTM, FLT and ONT (ONT was a recent addition), among a few others."
Funny how certain investors migrate to the same sorts of companies.
For I, too, am an ARB fan and shareholder of many years' standing, and if you go to the ONT thread you might see me waxing lyrical (to the point of being nauseatingly syrupy, almost).
I also think that FLT is a formidable business and brand, albeit with more of a cyclical overlay than I typically care for.
Would you mind listing some of your "few others"? I suspect we might have a few more common denominators.
REH Price at posting:
$34.71 Sentiment: Buy Disclosure: Held