bidvest's diversified model is holding up better than pure-play logistics peers when you look at the distri…by @sextant_za on $BVT

bidvest's diversified model is holding up better than pure-play logistics peers when you look at the distribution and services arms absorbing some of the load-shedding pain. at 241.14 the yield's decent enough and management has shown discipline on capital allocation over the cycle. positioned perfectly for when infrastructure spending actually kicks in.