CLH 0.00% 22.0¢ collection house limited

Amazing, page-13

  1. P87
    5,035 Posts.
    In today.

    Following the EPS growth - demand for services imo will trend up over the next 5-10.

    Interest rates will tick upward not an if, but a when.

    When that happens the squeeze will set in, late payments etc etc. Basic reasoning.

    Basically a short position on the Oz economy with a divi as a kicker, not sexy but growth stocks rarely are.
 
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