There are 3 very good reasons to own this stock (i) exposure to the secular growth in global regulation and compliance, (ii) exposure to a quality operation with good visibility that can be improved by top grade management and (iii) Wilmington is a business that can be scaled significantly and has immediate firepower to fund earnings enhancing acquisitions. And all of this is available at an attractive valuation! Last year the stock performed well for us with a strong positive return (capital 14 ....
04 Jan 2016
Playing the theme through the right vehicle
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Playing the theme through the right vehicle
Wilmington plc (WIL:LON) | 355 3.6 0.3% | Mkt Cap: 318.0m
- Published:
04 Jan 2016 -
Author:
Johnathan Barrett -
Pages:
4
There are 3 very good reasons to own this stock (i) exposure to the secular growth in global regulation and compliance, (ii) exposure to a quality operation with good visibility that can be improved by top grade management and (iii) Wilmington is a business that can be scaled significantly and has immediate firepower to fund earnings enhancing acquisitions. And all of this is available at an attractive valuation! Last year the stock performed well for us with a strong positive return (capital 14 ....