DDR you have done it again!!. I hold a few bluechips and a few small caps which have risen sharply in recent weeks but I can say that DDR is one holding that I do not have any concern holding at all. This 4E is a bit soft at the top (revenue wise) but take a close look at the costs, the margins although slim improving and the way in which it is managed overall . I love the increasing recurring revenue. One other point I noticed was that they have switched from principal to acting as agent for software etc. This is a smart move legally - agents are still responsible for much of what can go wrong after the purchase but the relationship of principal had them responsible at their level for practically everything. Ohh and a nice divvie to go with it all!!
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