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.
CRZ Price at posting:
$4.74 Sentiment: Buy Disclosure: Held