Jason Donville
Distinction Group
GD-T
TOP PICK
Apr 26, 2011
Janitorial services. Also in the US. Very quiet, sleepy company from a capital markets point of view. About 20% return on equity. Very defensive business. Thinks it can go a long way.
Janitorial services on a large scale. Secret is middle management. They are very, very good at executing their contracts. Margins will be very strong quarter to quarter.