NSC 3.03% 48.0¢ naos small cap opportunities company limited

Ann: Reinvestment of Management Fees by the Investment Manager, page-29

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    I agree about the “easy money”… That’s why Tim at Auscap so so interesting to find and his example using JBH regarding the EPS a growth factor. It demonstrated that EPS growth was an important and longer term criteria, irrespective of what was happening with the SP. DTL and SDF are 2 interesting shares complying with my criteria, but that are down ATM. Will be interesting to see if they prove their detractors wrong.
 
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