I doubled my position at the 200 million contract announcment, just before earnings. Thought they would beat and I'd trade that buy. OOOPs! Other stocks, I would be scrambling. With APSG I feel ok to put it into the "investment" catagory and look forward. APSG is acknowleded as the best at what they do.
The length of time institutions have held there position in APSG is large to me. The dividend certainly helps...low debt...focused products.
Eventually, additional scope will be an issue for growth....I just don't know enough about STST.