RE: PSN vs TW.8 Aug 2022 07:01
Strictly,
I've run your financial points through a Sharepad filter and It churns out these companies:
Ferrexpo
Bellway
Berkeley Group
ITV
Redrow
Taylor Wimpey
Imperial Brands
Mitie
If we discount FXPO (high risk right now) and ITV (basket case) we're left with 4 builders, fags and facility management.
Seeing as you know the builders well, I'll trust what you say about them.
Have you ever cast your eye over IMB and MTO? Would be interested in what you think. Thx.