David DriscollLifco ABLIFCO.B-STOTOP PICKNov 21, 2025
Example of a serial acquirer outside North America. Manufacturers things such as vehicle interiors, environmental technology. AI can't really touch it, because they actually make something. A small cap that nobody's ever heard of. Through acquisitions that are already well run, plus organic growth, they can have an ROIC north of 15%.
Grows dividend at ~10-15% level. Usually makes acquisitions using FCF, not debt. (Price target in Swedish krona.) Yield is 0.70%.
Example of a serial acquirer outside North America. Manufacturers things such as vehicle interiors, environmental technology. AI can't really touch it, because they actually make something. A small cap that nobody's ever heard of. Through acquisitions that are already well run, plus organic growth, they can have an ROIC north of 15%.
(Analysts’ price target is $385.29)Grows dividend at ~10-15% level. Usually makes acquisitions using FCF, not debt. (Price target in Swedish krona.) Yield is 0.70%.