I wonder what you think about Vistry Group? It seems unlikely they can get a worse HY result than they have just gotten. Certainly riskier than Taylor Wimpey for instance but I like it here.
Yeah vistry is cheap for sure. They all are really. I just think I’d get my cash back quicker from TW (but it’s very subjective). But I don’t think you can lose on these from here (unless they’re over-leveraged)
I wonder what you think about Vistry Group? It seems unlikely they can get a worse HY result than they have just gotten. Certainly riskier than Taylor Wimpey for instance but I like it here.
Yeah vistry is cheap for sure. They all are really. I just think I’d get my cash back quicker from TW (but it’s very subjective). But I don’t think you can lose on these from here (unless they’re over-leveraged)
Great write-up.
Have you ever taken a look at Consorcio ARA?
Never seen it. Will take a look