@Tinwins you are so correct but after looking at SOL, BKW and URB I realised that I am happy to have switched out of URB to BKW. So I hold BKI, BKW and SOL and a bit of NHC but an happier with the weighting to BKW and BKI. I would probably have held URB if it hadn't shown such poor communication.
I think the outperformer must be BKW this round - To get an EBIT contribution from the USA and to have changed the IT as well in the short time they have held it is a great outcome. I think that it may well be the star into the future. Certainly, the group are mining, property and building/construction product experts.
The High retention of earnings excites me as it feeds the increased dividends. I was opposed to the SOL sale but in hindsight, they got a very good price after tax and that will allow them to expand in the USA.
BKW Price at posting:
$17.87 Sentiment: Hold Disclosure: Held
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