This is another case where the stock has gone on a
big run since I flashed it as undervalued
via an Undervalued
Dividend Growth Stock of the Week article, which was published back in August 2017.
Time for a step - change... Overall, it's a pretty stable core business, so management needs to start milking it for cash to return to shareholders (
via dividends / buy - backs), or else accelerate growth by ramping up its leverage & acquisition pipeline / spending (more acquisitions,
bigger acquisitions, or both...)-- at this point, I'd still prefer a bet on the latter.