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Pick of the week: Stor-Age, Sabvest and Altron

27 January 2020 7:37 PM
Tags:
stock picks
Altron
Sabvest
storage
We look at Property group Stor-Age, investment holding company Sabvest and infotech enterprise Altron

Stor-Age: There is an occupancy rate of almost 85% of gross lettable area. One third of its footprint is in the UK and that adds a very valuable component.

Dr Adrian Saville, founder and chief executive, Cannon Asset Managers

Interestingly about a third of Sabvest's portfolio is offshore, a large part of that offshore is in a fast-growing and very competitive garments labelling business.

Adrian Saville, founder and chief executive, Cannon Asset Managers

Altron: You've gone from a business that five years ago was in bad shape into one that now is in fairly rude health.

Adrian Saville, founder and chief executive, Cannon Asset Managers

Listen to the entire interview about the list of stock picks below.

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This article first appeared on 702 : Pick of the week: Stor-Age, Sabvest and Altron


27 January 2020 7:37 PM
Tags:
stock picks
Altron
Sabvest
storage

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