By Chris Bailey | Friday 1 November 2019
Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
I do like 'The Smiths'. No, this is not some sudden disclosure of retrospective appreciation of the collected musical works of Morrissey and Marr, but rather an observation that you can make a conceptual case for respectively DS Smith (SMDS), WH Smith (SMWH), Smiths Group (SMIN) and Smith & Nephew (SN.). Certainly such a strategy would have been nicely remunerative on a year-to-date basis. Today though, whilst I am still penning love notes to DS Smith and have identified a price I want to get active in at WH Smith post its new big deal, the wheels have fallen off at Smith & Nephew a bit…
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