I'm late too the party as well unfortunately. I'm always on the lookout for stocks that have a( 8 - 10 year +) history of increasing EPS, increasing dividends with negligible growth in SOI (i.e. growth not through M&A). No microcaps. Bonus is consistently increasing EBIT ratio which demonstrates operating leverage and domination over competition. SNL checks all the boxes. My portfolio consists of CSL, DDR, DTL, FPH, IEL, LOV, RMD, SHL, MFT(NZX) and now SNL. These are essentially all the stocks I could find on the ASX/NZE that meet my criteria above. I missed SNL for years and I wonder if there are other similar stocks that I may have missed.
I have COH, TNE, WTC and PME on my watchlist but I don't include them in the top 10 due to a combination poor value for money and/or quality of company/competitive advantage.
This is probably the wrong thread but I'm interested in other investor's views on the list above and whether there are obvious names (like SNL) that are missing from the above list.
SNL Price at posting:
$29.08 Sentiment: Hold Disclosure: Held
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