Subject: Re: Nestlé
Likewise, I've been looking at this one for a long time waiting for an entry point and made it just under a 10% position on the Swiss @83 CHF yesterday.My interest piqued years ago after watching a few Bruce Greenwald videos on the company and will now form part of my forever portfolio. I like the valuation, long term outlook and also wanted something European so it fits the bill nicely. The pound is fairly strong atm too compared to recent times.