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Opinions David Driscoll
KardexKARN.VTOP PICKNov 29, 2019
Automated storage and warehouse logistics. Instead of being horizontal, warehouses are now vertical so it works on automating it. Land scarcity will help this company. They also have a software side that does logistics and card reading. A Swiss company with lots of runway, since only 10% of warehouse companies have moved to the logistics side. Dividend of 2.5% with strong dividend growth and cashflow. (Analysts’ price target is $144.00)
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