One of the alternative lenders. A great earnings story and a stable company. The fears regarding real estate is what caused the draft down in the stock price, in the latter half of 2016. However, as a dividend generator, it is a pretty stable business. A very tightly controlled company which he likes. Their software is 2nd to none. This is the kind of name you can own and feel comfortable doing so.
Sr. Portfolio & Managing Director, Vestcap Investment Management