I just bought some British Polythene Industries (LON:BPI)
1) Very good margin of safety
2) Very high and improving stock ranks
3) Reversal of losses in USA will help profits
4) Stable & predictable business
5) Falling input prices for energy and polymers
6) Investments in Capex will help productivity, capacity and quality.
What do you think?
What have you bought recently and why?
About the Author
WarrantStar
I am a keen & experienced investor. I love my spread sheets, and like to think that I know what I am doing. I wouldn't be offended to be described as a bit geeky. Mostly I do well, but I always strive to do better. Married male. Born 1957 England. Good career in industry for 35 years. Been successfully investing for about 30 years. I chose to retire from salaried employment at age 57 to look after my investments. I consider myself to be quite analytical / logical / mathematical, but also take into account how the world is likely to change & how people behave. I always follow my processes before taking action. more »
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