Metcash

As explained in Why I can afford mistakes (and maybe you can’t) from 25 May 12, we’ve decided to increase the portfolio limits for Woolworths and Metcash, both of which are defensive businesses. We increased the limit for Woolworths on 1 Jun 12 (Long Term Buy – $26.44); now it’s Metcash’s turn. But it’s important to remember that Metcash is the inferior business. For some context, refer back to the comparative review of Woolworths keeps Metcash at bay from 29 Nov 09 (Hold – $4.66). Since then, Metcash’s debt levels have also deteriorated and the operating environment has become significantly tougher...

As explained in Why I can afford mistakes (and maybe you can’t) from 25 May 12, we’ve decided to increase the portfolio limits for Woolworths and Metcash, both of which are defensive businesses. We increased the limit for Woolworths on 1 Jun 12 (Long Term Buy – $26.44); now it’s Metcash’s turn.

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