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The Morning Mail

EPISODE 190 - STEPHEN ARNOLD



We present the second part of our Special Edition of the Morning Mail with Senior International Analyst, Stephen Arnold.

Stephen follows on from yesterday’s edition where he detailed his research process by identifying three companies that meet the criteria he outlined. The companies we discuss are SAP AG, 3M Company and Colgate-Palmolive Co. We cover a brief outline of each company, the case for investment and their current trading multiple based on consensus earnings.