I have some recent info that indicates EPS for CSV is highly likely to be strong for at least next 3 years. But they CSV) carry a large amount of 'goodwill' on balance sheet, which i feel is over-rated. Av. contract length is 4 yrs which provides annuity type income stream. SP not high on a PE of about 10x FY11 earnings. But i like to wait for a possible pullback B4 topping-up. If that doesn't occur, it doesn't matter as am holding reasonable chunk.
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