Disclosure: I own shares in one or more of the stocks mentioned. 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.
Outside of some legendary gold plays, one of my better portfolio performers year-to-date has been FirstGroup (FGP) which I have loved up a number of times in the last eighteen odd months on these pages, ever since it was silly enough (admittedly under a different management team) to turn down a bid from private equity. In my previous update, I recounted how the new management team were actually starting to copy some of the suggestions offered by activist challenges. Now this is all good stuff...but it is even better when you win new contracts…
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