partridge
- 30 Mar 2007 11:41
Alan's mention on HYC encouraged me to start a thread. Reputational risk is such that decent quality businesses likely to primarily benefit. Two I have held for years which I expect to get some work are JHD and RSG. Halstead a fantastic record last few years and results this week continued storming performance.Global experience in flooring large venues. Not cheap, but check special divis last three years - no-one having mine for the time being. RSG has a thread - solid if unspectacular security business with strong balance sheet, godd divis and excellent cash generation. Chairman has 70%, so liquidity tight, but IMO one to lock away. Always DYOR. Any other ideas?