Opinions
Michael Simpson, CFA
Equifax Inc.
EFX-N
TOP PICK
Sep 15, 2011
Credit bureau. #1 or #2 in all markets they are in. 2% dividend yield. Trades at about 8X cash flow. 17% ROE. Benefits from a credit contraction as banks do a more thorough research. Expecting more dividend increases.
$32.160
Stock price when the opinion was issued
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TOP PICK
A growth company. There's a lot of consumer debt in the US and companies have to very sophisticated about the way they measure the amount of risk. A cash flow story. Have been taking their excess cash and buying back shares. Pays a dividend and have increased their dividend along the way.
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Main business is credit searches; a good business, but competition and only so much growth. Business economics are very strong. Recovered well from data breach. Diversifying, but into businesses that are less good than core business. Good balance sheet, reasonably well run. Comes down to growth and valuation.
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