I am struggling a bit with this one. Highish PE (CKL's is about half of PPG's), ROE is average, but it has next to no debt and is cashed up for M&A. My concern is more dilution and ongoing margin pressures. Therefore, I am struggling to see substantial SP growth anytime soon (although, no doubt MC will grow with the ongoing M&A).
dct - interested to hear why you think it's a such a good thing.
buy time, page-2
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