Back to the service industry.
Started taking some (or adding some) for my new,new,new (not to be confused with my old new) "cash conversion" approach to life.
Also known as "Show me the money!"
The same applies to debt-free(ish) high production level capital committment free(ish) industrials ala HLM and miners eg HAR,EXX if one has to play that space.
It completely excludes hospital stocks, Debt-laden growth stories (or recovery stories)