I also like Codan (CDA) trading at 15.5x , good growth and has...

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    I also like Codan (CDA) trading at 15.5x , good growth and has defence communication sector to boot and good management.

    And for stable 4.4% dividend and strong forward guidance, low beta PTB Group (circa $145m market cap)

    NRW Holdings (NWH) market cap $988m at $2.25 with $5B order book and $219m in cash with EBITA of $157m (6.3x EBITA) - contract services provider to resource and infrastructure.
 
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