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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Blackswanny   😊 😞
Number: of 15062 
Subject: Re: Housebuilders
Date: 08/18/2023 8:15 PM
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Only purchased a 1% in total of portfolio position across 5 companies, should've clarified.....Also because I deal with them in business and I can now say I'm part owner too. One thing that annoys me about these companies is how much the management take out in bonuses and pay packages etc but hold very few shares. They also write "incentive programs" at the bottom of the market and claim outperformance and walk away. The trend is very much your friend with UK house builders. However with recent interest rate rises and the cladding issue share prices have been hit markedly and represent good value with a 5 year view I think.
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