Opinions
David Driscoll
Spectris PLC
SXS-LN
TOP PICK
Jul 02, 2024
$2820.000
Stock price when the opinion was issued
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TOP PICK
Small British company, and he doesn’t have to worry about Brexit because 70% of revenues come from outside Britain. Testing and measurement equipment for water, foundations, safety. Weaker quarter, but trading at 9x earnings. Good entry point for half a position. Yield is 2.4%. (Analysts’ price target is £2,746.07)
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PAST TOP PICK
(A Top Pick Jul 02/24, Down 13%)
All his past picks on this date were small-caps and chosen, based on him expecting US interest rates to fall. All were turnaround plays. He used dollar-cost averaging. SXS demand has fallen, but acquisitions are paying off. The dividend is rising, now 3.5%. Also, the UK pound is rising against the CAD. He's still buying.
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Is a supplier of precision instrumentation and controls. Shares have fallen and now trades 12x PE with decent dividend growth. Asset lite with good dividend growth.