Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Growth Is The Question, Answer, Problem, And Solution For CA, Inc.

The story remains frustratingly consistent at CA, Inc. (NASDAQ:CA). In a software investing world, where share price performance is often correlated pretty closely with revenue growth and margins, CA scores strongly on the second metric, but consistently poorly on the first. The basic investment thesis at CA hasn't really cha...

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