Opinions
Darren Sissons
Lafarge SA
LFGEF-OTC
COMMENT
Sep 11, 2013
N/A
Stock price when the opinion was issued
0
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
Infrastructure is a very good way to play the emerging markets growth. One thing that worries him about the whole group is that they made some really bad management decisions in the lead up to the global financial crisis. Cut their dividend as early as 2007, but it is now starting to grow. They have now paid down some debt. Good long-term recovery story. His favourite would be CRH out of Ireland. Group is really volatile and it is a cyclical.