Why commodity and construction stocks are never bottom drawer stocks
We get sucked in due to their cheapness, we hold them through the cycles. But do they deliver? And what of BHP Billiton? Is it the exception, Simon has for years said it is, but is it? Should he sell it?
Bookends with Keith McLalchlan
One Up on Wall Street by Peter Lynch (read Simon’s review here)
Download the audio file here.
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