RE: BNN Recommendation Perhaps....however, DCI has just made a massive investment (relative to it's size) in two countries halfway across the world.
Management may -or may not- have the depth and expertise to pull it off and run the international expansion successfully. If they falter.....disaster. Having done my DD and having spoken with a number of their customers....I'm not too sure. Small sample perhaps, but there didn't seem to be a whole bunch of loyalty or satisfaction. From the last quarterly, at least one major, long-term customer defected....if I were the competition in Australia or the UK, now would be the time when I would be hitting DCI's customers the hardest.
IMHO, best to wait a few quarters and observe how they execute. A 6% yield doesn't look too good against a 40% drop in unit value.