IT Services under a cloud – Part 2

Our hunt through the IT Services sector concludes with one stock nearing our Buy price and a highly acquisitive tiddler for your watch list.

The legendary Australian investor Don Brinkworth once said that ‘profits can be made safely only when the opportunity is available and not just because they happen to be desired or needed’. And so it has proved, unfortunately, in our search into the nether regions of the IT Services sector.

Following our upgrades to SMS Management & Technology and DWS, in IT Services under a cloud on 16 May 14, we’d hoped to find one or two more opportunities to make more of a portfolio.


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