That's true. The good thing is they already have leading positions in their key business divisions, and the earnings streams are resilient but recurring with high switching costs, so that provides the balance, aided by the cost out story which is the main plank to any investment here.
That's true. The good thing is they already have leading...
-
- There are more pages in this discussion • 22 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)