MMS 0.25% $16.07 mcmillan shakespeare limited

both are vwery good propositions at the moment siq is very good...

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    both are vwery good propositions at the moment

    siq is very good value 9x PE and 7% yield at current sp - but mgt is unknown to listed investors so will probably take a while to start getting momentum

    mms has great momentum, uk growth upside and dtil cheap for no 1 stock in a sectopr

    the regulatory risk stuff is frankly nonsense now. i could say that about half the industries - all are subject to possible disruption if gov't choose to change laws and regs

    realistically abbot wont do it because he fought so hard to stop l;abor introducing it when in opposition

    for a guy with credibility problems iut would cut at his core liberal demographic support
 
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