First comes Bristow Group Inc. (BRS), which provides helicopter services to offshore energy rigs, and is a holding in our traditional mid-cap, small-to-mid cap, and small-cap portfolios. Although energy exploration and production can clearly fluctuate, Bristow offsets those shifts through long-term contracts lasting roughly three to five years. Furthermore, Bristow receives "monthly standing charges"—meaning it gets paid whether its helicopters fly or not—amounting to 70% of its operating income.
From John Rogers' November 2013 commentary.
Also check out: John Rogers Undervalued Stocks John Rogers Top Growth Companies John Rogers High Yield stocks, and Stocks that John Rogers keeps buying
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