My specialist watchlist

[barry_1]

Discom I regard as my niche retailer,Ive sold out of Pick&Pay.After all every super market group has taken on a druggist as well! The whole section has become over traded and a difficult time awaits them going forward....Discom on the other hand is likely to gain traction over the next four years!.....the list has been updated.....https://sashares2010.blogspot.com

[barry_1]

That should be DIS-CHEM

[THRESHOLD]

33X HEPS and 22X NAV... WOW! need 20% y on y growth to offset that. It will probably go up but not for me.