p/e < 7x, div yield of 6.85% + earnings growth, page-6

re: p/e < 7x, div yield of 6.85% + earnings... Good thread. Some comments.

1. RRA clients are lower socio-economic on avg.

2. Suggest compare to FXL (for example).

3. AAN and RCII (US-listed) trade at a discount to the market because of perceived financial weakness of the client base. Perhaps this perception will change, but that's the reality.

Overall I like but I don't think its going to re-rate to a double digit P/E any time soon.