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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (61316)9/19/2018 8:08:39 PM
From: Spekulatius  Read Replies (1) of 78747
 
re NGG - Same here. I have sold my shares when they inched up a few month ago, but now I am back in at a 6% yield. I also held onto my PPL shares, which is a similar Anglo -US utility hybrid. I haven’t posted much here, but one significant position I acquired is CUERVO.MX, the Mexican Tequila producer. I think it is a GAARP stock, trading at 18x earnings with a debt free balance sheet. still majority owned by the founding family.
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