Wrote an article analyzing the business a couple weeks ago and now finally felt comfortable enough to open a 1% position into the company. Hopefully every couple weeks moving forward will add another 1% until I get to 4% of my portfolio.
Thoughts? Anyone else recently opened up a position?
(Using a 28 EPS growth rate and 30 P/E I got a return of 15.7% CAGR over five years.)