Buffett would probably like the looks of TSE & UGL
Increasing revenues, profits, eps & dividends year after year, modest debt gearing ratio's & off 12 months highs.
Both have exposure to infrastructure (Australia to spend an extra $A180b over the next 4 years) + NZ Govt looking to increase spending also, & both have interests in the "Water Services" area. (An area of interest to me, given the importance of drinkable/reusuable water)
Both are well managed & due to continue double digit growth throughout all divisions, & continue to secure new contracts.
