Nice. They own Guinness as well, which in Ireland I consider a huge moat. Not going anywhere. Also Smirnoff is the best selling Vodka here. From an Irish perspective you’re in good hands!
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Imperial Brands is my biggest holding right now. It’s defenately something I’m holding for the long term.
It is interesting to see which authors hold positions in the shares they are touting and which do not. This should give an indication as to which authors actually have conviction in their picks…
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Most of them recommend a new stock every day, its a bit of an SEO churn out!
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Games Workshop definitely!
I believe Redrow’s PB ratio is under 1 now, so potentially better value than when this post was made. Earnings are expected to decline however in the near term, so perhaps justified. The idea of a value trap is to be considered as you say.