One of my long term holds within PEP. Builders merchants in south midlands with solid if uninspiring track record. Bought for sound balance sheet, reasonable prospects in good geographic area for their business, good yield and possible prospect for takeover at some stage. Market cap only 33m and generally very few trades. Boring share, but sprung to life today with much more volume than normal - results due early March but perhaps (hopefully!)_something else in the wind. Always DYOR

Cash offer received 425p per share from Saint Gobain. Still only values GDYO at around 43M - it will do me very nicely, but counterbid would be even more welcome!

That was a very sound investiment for you.

Pick another!

Hi Fred. I like companies with sound balance sheets, growth prospects, decent dividends and a healthy level of director ownership. Started a thread on RWS 6 months ago and been lonely on that one too. Not cheap, but IMO good value around 350p and that would be my pick over a 3 year view. You might care to check out RSW statement today (no-one else on that thread either). It also fits the bill - and its epic is very similar! Been investing (not trading) a long time and quality pays. Always DYOR.