Subject: Re: Byd, has traded well this month,
I have to say I concur.

I've also been looking at some of the old school favourites too like Nestle and Unilever (definitely not on the list), steady as she goes and consistent reliable earnings at reasonable valuations.

We used to get really excited on the Fool board about the 3G partnership days.....I even purchased and read their management handbook 😂 all seems a bit passe now and doesn't get mention in the news or at the annual meetings, conveniently forgotten chapter?

I still like those types of companies, it's not all about technology. Although looking at my portfolio views would differ. I like entry points to such companies at c15 x earnings, tech 20 or below.