I will add two more to this list, though not quite the same quality of CDA list - SSG & CAA Both with very solid management, have moats, haven’t needed to raise capital, have paid damn good dividends, in excess of 10% including franking - though flawed for different reasons. The share price of SSG is range bound because of the persistent selling of the business founder - nothing sinister, obviously selling to diversify and buy the lifestyle toys. The CAA CEO, is good, but he did blot his copybook some years ago when he recommended a private equity buyer @ $7 - way under value and I do believe he was part of the deal. But we were saved by substantial shareholder Alan Gray who has a present value on the biz of $13+
CDA Price at posting:
$15.81 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)