CRZ 1.28% $10.30 carsales.com limited

Have spents hundreds of hours over past several weeks...

  1. DSD
    15,757 Posts.
    Have spents hundreds of hours over past several weeks collecting, collating, and analysing quantative data. I've rung several MDs to determine their thinking re demand for firm;s products/services over next 15 months. I've called people who use their products to see if they are satisfied. I read widely to get feel for macro. Then using Stk Dr i crunch the financial data. Then chuck-in a growth factor and i come-up with a score for each stk based on these three components. The theme running thru the analysis is 'presevation of capital' plus a 'strong ability to grow both top and bottom lines'. Hopefully i now have a list of the 30 best industral stks for the next 15 months. Because i'm still buying i won't release my 'best bets' until i get my quota. Many on the list are above my buy-price and i'll just have to be patient.

    A few were a real surprise. None more so than IT stk CRZ which finished in 7th place!! I like the stk but it has far greater underpinnings than i initially realised. I have half my quota at 4.66 which is slightly higher than i hoped to pay. In summary CRZ has no debt, diminishing overheads, growing top line, growing margins, and rising profits. Plus a 10% buy-back. Worth a look imo. Divs headed for decent increase as well.
 
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Currently unlisted public company.

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