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Stamper et al

Its good to hear such a rational attitude.

I have a stock to add to your list, Valassis (VCI). It is very boring - it puts inserts in Sunday papers. I'm not where I normally post from, so I'm not going to give it a Boring score, but I have every very to expect a high one! It is one of two in the industry, each with 50% market share. It seems as if there needs to be two, so that Pepsi and Coke can have accounts with different ones etc, but there are very high barriers to additional competition and very high net margins. Management seem very good, earnings growth is low but consistent and the company seems to operate independent of economic conditions. I've owned them for a couple of years and I'm thinking of buying more now as the price has dropped considerably on no news whatsoever.

Hamish Rose
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