I was looking at a Roger Montgomery interview the other day and I see ARB was one of this favoured companies. Hadn't looked at the share price for years and was surprised to see it in the $7 range (it was around $4 when I last looked).
However I do remember the pain ARB went through when steel prices were going through the roof a couple of years ago.
if i was allowed to own one stock only..., page-8
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