By Robert Sutherland Smith | Tuesday 13 August 2013
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
It is both reassuring and flattering to discover that a hedge fund follows your judgment a month after you pronounced it. I refer of course to the news that hedge fund Cevian Capital has taken a 5.11% equity stake Group4Services (GFS), a company I brought to the attention of ShareProphets readership at 212p on or about the 15 of July, describing it as a rational speculation on the basis of basic investment fundamentals.
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