"I recently bought @ 84.5p but half expect it to re-visit 62.75p when the sector softens following the current impressive rally."
Yes, it is a difficult sector in which to invest: for example, the two criteria which I usually use, those of yield and market capitalisation to shareholder's funds would preclude me from investing in this sector at all. But....this company has posted consistently good results for the past five years, it seems to keep taking market share from its competitors (and it has some fat competitors) and it seems to have a good long term strategy in pursuing its markets in media services and market research globally. Considering that there is a significant market downturn at the moment, the interim results looked pretty good, which bodes well for any potential upswing. It also appears to be a favourite share with Deutsche Bank, whose buying seems to have propped up the price recently (they now hold 15%).
Anyone else any thoughts?
Regards,
PF
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