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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (62646)10/8/2019 12:40:35 PM
From: Spekulatius  Read Replies (1) of 78705
 
PCTY is a pretty good and interesting business. Similar to WDAY and PAYC. PCTY‘s payroll processing business is very sticky. I have seen in my 20+ years a change only once, which was a disaster and the company I worked for went back to the old provider.
The valuation for any of the above is hard to swallow, but the runway for growth should be long. Did you enter this position recently or in the late 2018 dump?
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