Member Info for mark85

In a normal environment you buy the index. Its a no brainer.

But when fundamental analysis goes out of the window and we see this classic human behaviour, it is time to buy individual shares with a view to hold for 10 years - forever.

To sell Cranswick would not be 1 decision. It would be 2. What do I buy if I sell? Getting 2 decisions right is not within most peoples ability (including professionals - not even they can outperform the index).

If Benjamin Graham were alive today and living in Britain (priced out of international markets due to a weak pound), i'm confident he would be buying Cranswick and ignoring all the sound (forever).

It really is not strange that this is dropping. Barratt was down 96.5% in 2008. Just as fundamental analysis goes out the window on the way up, it is also ignored on the way down.

Things get scary. im 70% equities and 30% cash. I want to see my portfolio crash by 80%. I don't want to see my equities up. I want them all down down for buying.

Management will be tested over the next few years. Remaining relevant and ready for the economy reopening is crucial. I just want them to tick over for now. Remunerations packages must be appealing enough to keep them keep for 5 years.

I see Genuit at 50p in the 24 months. I see it at over 1200p in the next 6 years.

Ill be buying at 240p and will add more accordingly, witht he view to holding for 10 years - forevern.