RE: JD's Web-site & Hodgson's Newsletter. Jason's quarterly newsletters can be read here:
https://donvillekent.com/roe-reporter.php
Also, I am a member of Peter Hodson's 5i research. CSU is the highest ranked company in his system, and ESL is right behind it. They say ESL would be their top pick of not for the smaller size... based on cashflow and growth it could be a double.
Solo