Hi James G. After the recent downgrade of NWS, I couldn't help but notice you currently don't have a single buy recommendation! I know you're a patient and selective investor, and clearly in the area of the market you cover a lot of the stocks are relatively expensive (and recent buy recommendations such as TME have been bought out at a significant premium). I was just wondering if you (or any others) have looked at GUD recently? Is there any good reason for the share price drop from $15 to $10? The new CEO appears very sharp, EPS growth looks strong, the business has minimal leverage (esp with Cash flows skewed heavily to H2 this year). They have a very defensive market, and dominant market share, with significant acquisition opportunity in a fragmented industry. ARB trades at almost double the valuation multiple and services a similar segment of the market with similar growth rates forecast (although obviously has international exposure). Appreciate your thoughts.
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