S&U Plc – Set Fair For Growth

Disclaimer: I have a very material personal interest in S&U Plc shares. A portfolio I help to manage has a very large weight in S&U Plc shares. Hence, I cannot help but be biased. Please do your own research – my projections are mine alone. Recap If you’re new to the S&U story, I first wrote about the business last December, in a post called Credit Where Credit is Due. It’s a long exposition of why I think S&U is a great business, with great management, and why it is a wonderful long-term hold for patient investors. But better still, …

Macfarlane – Ticking all the Boxes

Disclaimer: I have a material personal interest in Macfarlane shares. A portfolio I help to manage has a large weight in Macfarlane shares. Hence, I cannot help but be biased. Please do your own research – my projections are mine alone. Elevator Pitch Macfarlane is a packaging distributor with 26 core sites around the UK. It stocks boxes, wraps, tape and plenty more, and sells to customers like Dunelm, Halfords and Honeywell, as well as a raft of smaller businesses. Boring, sure – but boring is often resilient. Customers avoid managing their own warehouses full of various dimensions of packaging. …

S&U Plc – Credit Where Credit Is Due

Disclaimer: I have a very material personal interest in S&U Plc shares. A portfolio I help to manage has a very large weight in S&U Plc shares. Hence, I cannot help but be biased. Please do your own research – my projections are mine alone. Elevator Pitch I’m a firm believer that, if your stock idea is a solid one, you should be able to explain it in one minute. No bells and whistles, no complications. So here goes: S&U is a financial holding company with two divisions. The dominant one is Advantage Finance, which lends money to car-buyers with …