This straw has been flagged as stale, but nothing has changed my opinion. The companies report was very strong in August and only solidifies the following thesis: This is a fantastic defensive, longterm investment. Having expanded it's footprint here and in New Zealand with good acquisitions, this well run company can only continue it's steady growth. A company that wll allow good night sleeps.
Again, I'm refreshing this straw with nothing changing the thesis. They have even moved into the SE Asian market, giving it more potential income. There may be theething pains, but that's to be expected. Solid long term investment.