jackdaww wrote:Dod101 wrote:
Smallish companies can do well but on principle I would not buy into McColls because I think anything in the retail sector is a no no. .
dod
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i hope you're wrong on retail though - i hold conviviality , card factory , greggs, games workshop , all have done well.
not so good with moss bros and ramsdens , but no disaster there as of yet .
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since then , card factory has taken a hit from the market , which doesnt like retail at present .
i plan to add at this level depending on results due end january , the yield is about 5% .
moss have also fallen again - may sell these .
OTOH ramsdens have picked up and games workshop are holding up - still yielding 5% .
ps . none of these are in the carillion camp.