Consolidated Infrastructure Group: Still Quality & Growth for Value

If you haven’t already (or just want a reminder), I strongly suggest that you read my original investment case for Consolidated Infrastructure Group (CIL) over here. In summary, while details have moved around and time has passed, the major thrust of … Continue reading

Master Drilling’s Great Mistake: Being Quiet

Previously I wrote the following article on Master Drilling (Master Drilling: Unknown Gem). I will not rewrite the investment case that I noted in that article for Master Drilling as a world-class, niche industrial technology play with global, growing scale and … Continue reading

CSG Holdings: Growth of an Industrial Services Group

CSG Holdings (CSG) is a stock that I hold in the AlphaWealth Prime Small & Mid Cap Fund. I have previously touched on why I like the stock before (Five Lessons I’ve Learnt in Small Caps), but I’ve never really gone into any … Continue reading