Thanks again guys. Itās reassuring that I have a number of these in my retirement pie
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Ocado is another one on my mind but wouldnāt mind putting that one out to the group for opinions. Peaking? More gas in the tank?
I like ocado, currently up 76% and long term holding, itās a high potential UK stock and more tech than groceries
another UK stock I was thinking about is flutter, performing very well and online gambling getting bigger and bigger due to current events.
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I put a small provision on it in my first pie also.
I think itās an event stock
holy chimpā¦
I
canāt
resistā¦
I bought some more DGE todayā¦ I got almost 900 shares nowā¦
help! 
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Is Britvic a good one?
They seem to have a Brazilian Marlet and license Pepsi drinks in the UK.
Depending on your investing ethics have a look at BAE systems. I would also 2nd national grid - not going to set your portfolio on fire but a safe port on stormy waters.
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None/Zero, actual ROIC & ROE for UK companies is very very poor. The US seems to understand how to invest better, I donāt know why. Iāll most likely never invest in the UK for this reason no matter how cheap. As Charlie Munger taught Buffett many years ago the value of a company is not just in its cashflows but the return on that capital overtime.
DGE is a forever hold for me. Iām always drinking Guinness and their gin.
Found out about SMT today, looks good.
Which books? Thanks
I went for books on all aspects just to start with. Iāve completed the day trade book and established I will never do it, although I did learn a lot.
Currently reading the swing trade one which is really good.
The jury is still out on the buffet one.
Thanks, no interest from me on trading, just long term investing for me.
Might try and check out that Buffet one though cheers!
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Thatās fair! I just wanted an insight into all aspects really.
Iām only 3 chapters into the buffet one so Iāll let
You know how I get on. As I say the jury is out still
+1 for GAW Theyāre a great pick
I feel like Iāve missed the boat on that one really.
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I donāt think soā¦they have an IP that none one else has. The CEO is very frugal, they also have amazing royalty income. The brand is only going to get stronger IMO, I feel with the CEO they have, an IP no one can even come close too and all the royalties.
It can only keep on going up. I think the company is great, I was quite large on them before the COVID shit hit the fan. Should of put all my money back in on the March dipā¦id be buying something very larger by now ha
Theyāre also cash rich with no debt (I think) Check out their summary.
Does that not say that they have a debt of 20.8m? (Could be reading wrong).
So wish I had got in on this earlier. It looks so overbought now though, the price has gone nuts.
For books, on good fundamentals check out the naked trader. I have read all his books, easy to read and understand.
Thanks for the recommendation Iāll check them out.