Thanks again guys. It’s reassuring that I have a number of these in my retirement pie
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Ocado is another one on my mind but wouldn’t 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, it’s 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 it’s an event stock
holy chimp…
I
can’t
resist…
I bought some more DGE today… I got almost 900 shares now…
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 don’t know why. I’ll 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. I’m 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. I’ve 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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That’s fair! I just wanted an insight into all aspects really.
I’m only 3 chapters into the buffet one so I’ll let
You know how I get on. As I say the jury is out still
+1 for GAW They’re a great pick
I feel like I’ve missed the boat on that one really.
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I don’t think so…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 dip…id be buying something very larger by now ha
They’re 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 I’ll check them out.