Screaming Buy!, page-4

Peter
The expected modest growth is for the first half only which is pretty good considering masters impact. With the expectation of a stronger second half. the stock is trading on a PE of 10, doesn't not reflect quality of the business and earnings growth so far . That PE is very low for a stock which has exhibited such stable earnings and profit growth and will see costs fall over the next 1-2 years.

I have accumulated a sizeable position and I remain comfortable this will do well on a total return basis within the next 2 years