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Shares / Re: Small Cap Picks
« on: February 06, 2017, 03:09:46 pm »
CIL-- Relatively unknown company. Every 6m result comes with a trading statement warning of 20 to 50% increase in HEPS. April results will shoot the lights out as it has recently acquired Conlog for R850m. This will put her in the cross hairs of institutional investors. Low PE ratio making it good for long term.
ADI-- IT company involved in 38 countries. Great management and expects to make at least 1 acquisition per year. Has a very high cash surplus for the next acquisition that accounts for the PE ratio of 26. Following EOH management style.
PGR-- Financial services company. Unlike CML, makes money in up or down markets for investors. Low PE of 10 so good for long term. The next CML as I stated some time ago but has not quite woken up yet.
I hold all these in my real portfolio.
ADI-- IT company involved in 38 countries. Great management and expects to make at least 1 acquisition per year. Has a very high cash surplus for the next acquisition that accounts for the PE ratio of 26. Following EOH management style.
PGR-- Financial services company. Unlike CML, makes money in up or down markets for investors. Low PE of 10 so good for long term. The next CML as I stated some time ago but has not quite woken up yet.
I hold all these in my real portfolio.