NCC: Good At The Right Price And With The Right Mindset

by: Wolf Report
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Wolf Report
Long only, value, Growth, growth at reasonable price

NCC is my secondary (and together with Skanska, my two only) construction stock/s. Together, the two holdings make up for nearly 7.5% of my portfolio.

NCC has fared far worse than Skanska over the past two years due to structural issues and serious organizational challenges.

A new CEO has been hammering away at the problems for about a year - and results are slowly starting to show.

In this article, we'll look at a Swedish company again - namely the construction company NCC (OTC:NCCBF). It's not the highest yielder, nor the biggest payor. It's not the most stable, nor the