Sunday, November 18, 2012

Bruegel

Another 1 Unit account. Another of my buy-and-forget accounts. This one holds DEO. It has a decent dividend yield (3.00%), a stable business (beta 0.80) and an industry that will continue to stay strong.

I am perhaps least confident of this pick among all my current buy-and-forget holdings. So I am watching it carefully. I will hold as long as long term outlook for the industry and the stock holds.

Bruegel's 1956 Winter Wonderland - Bethlem


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