Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Personal Finance / Macroeconomic Trends & Risks
Unthreaded | Threaded | Whole Thread (47) |
Author: mungofitch 🐝🐝🐝 GOLD
SHREWD
  😊 😞

Number: of 4460 
Subject: Re: Greggs PLC (GRG.L)
Date: 04/17/25 7:56 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
The problem I have is that living and working here, I think it's a basket case economically and really struggle to bring myself to invest here.

It is a common concern, but there can still be very good firms in a struggling economy. Very good firms outlast the struggles, one hopes.

It does seem tricky, but I tried the FT.com global equity screener.
A list of industries which excludes the usual duds and high-risk things
Five year average ROAA > 15%
Five year average ROE > 20%
P/E < 22
Debt to total capital < 40%

That left only 5 US listed firms, alas.
4imprint Group PLCFOUR:LSE (media)
Bioventix PLCBVXP:LSE (pharma)
Gaming Realms PLCGMR:LSE (leisure)
Kainos Group PLCKNOS:LSE (tech)
MONY Group PLCMONY:LSE (tech)

I don't know anything about any of them, other than what I fed into the screener. But their site has an info page for each, as a start.
e.g., Financial Times: Kainos Group PLC, KNOS:LSE summary
That one looks pretty good at first glance.

Jim

Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to mungofitch here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 562 posts about Non-US Stocks. The article-length ones it recommended most:
Greggs PLC (GRG.L) · 20 recs · 2025
Topicus: Not Constellation · 16 recs · 2026
Unite Group (UTG), UK, falling knife. · 13 recs · 2025
SKAN · 11 recs · 2025
MELI - Brazilian darling · 10 recs · 2025
Unthreaded | Threaded | Whole Thread (47) |


Announcements
Macroeconomic Trends & Risks FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Macro | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community