Published by Emeritus Prof Christopher May

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@h4890

all the nuclear is foreign owned as far as I can see.... but energy is pretty profitable, see Centrica for instance - but the market leader is now Octopus, but not sure if they're a good investment?


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h4890

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@ChrisMayLA6 Thank you very much. Centrica and Octopus are added to the list as well.


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h4890

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@ChrisMayLA6 Interesting exercise. Sainsburys does not convince me with its dividend history. Asda is private, although if public, could be a very interesting turn around case!

Tesco seems to be the best of the three you recommended in terms of a "boring" stock, reliable dividend payer. I think tesco would be a good, conservative buy with a 10 year horizon.

When it comes to octopus, I really like a challenge! But it is private! =( So centrica is the only one in that category,


@ChrisMayLA6 and I'd go for tesco over centrica.

Another dark cloud on the horizon is the new socialist government and the stubborn BoE and their interest rates.

So the result of the exercise is that tesco is on my radar, but I'll pause for the moment to see where politics will take the country.

On the other hand, it could be good, since bad politics creates buying opportunities, so if Starmer makes things worse, tesco shares might fall (although as a conservative onvestment I'm not sure)

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