I mentioned about comfort delgro last year and it turned out to be one of the top 5 performers among blue chips last year. For the full year of 2013, we saw earnings per share improving by 4.5% and revenues going up by 5.7%. A defensive stock with solid growth indeed! I think their results are probably in line with most analyst's expectation. I personally do believe they should have no problems growing earnings at 3-5% annually, along with paying half or more of their earnings as dividends.

Let me repeat Warren Buffett's quote, "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."

Comfort Delgro, like Challenger Technologies are very good businesses that you wanna hold for long term. They have the same basic characteristics of constant EPS and revenues growth. Also looking back in history, ......