RE: Steph, Sain and Terrace21 Jul 2017 20:44
Strictly....your multiple holding of BWY/RDW/TEF in various %s certainly makes a lot of sense.Some of us ordinary stiffs have enough problem focussing and deeply understanding the ins and outs of one stock,let alone three.Also it is not possible to get the same degree of nitty gritty operational achievement information on a regular short term basis with other home builders,nor are they as tightly concentrated in the UKs most vibrant housing location.For some,sticking with TEF until they disappoint operationally is the preferred option albeit that there will always be other companies that out perform over time ( if you can find them at the right time).Your posts are very interesting and have certainly opened up this board for the better,so please keep them coming.