doubts about the sims family business, page-34

I like your conservative approach,gc.
Here is why I took a shine to ZGL around 20c:
# Safe....Will never go belly up.
# At the bottom of the cycle....Downside is limited.
# Dividend yield roughly 5%.
# No premium attached to its new ventures...These are advanced efforts with mammoth upside if they are fruitful.
So ....Basically I am buying the profitable traditional business at the bottom of the cycle like most contrarians do.....And paying ZERO premium for the blue sky potential that may eventuate.
Best of both worlds.