RE:RE:RE:RE:RE:RE:RE:RE:A few tidbitsyup. u got it wittmann. It's always up to us to DD, but sometimes you come across a gem here and there :)
DND was a no brainer. FCF positive, decent cash on the balance relative to its market cap, low trading valuation. I also LOVE companies where insiders own serious stock.
The deal closer for me was the fact that the guy behind DND spun it out of CML Healthcare before it got taken out by LIFELABS (OMERS) for $1 bln.lol This guy will do it again.