[SharePad] Screening For My Next Long-Term Winner: AG Barr

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09 August 2019
By Maynard Paton

Quality companies undergoing temporary problems can often become attractive investment opportunities.

On that basis, perhaps AG Barr is worth closer inspection.

The soft-drinks manufacturer famous for Irn-Bru recently warned that profits would be lower than expected… and the share price plunged accordingly.

However, AG Barr does boast a quality track record. During the last 40 years for example, the group has lifted its annual dividend by an average 11% — and shareholders have never seen their income cut.

Read my full AG Barr article for SharePad.

Maynard Paton

2 thoughts on “[SharePad] Screening For My Next Long-Term Winner: AG Barr

  1. John

    As you say their margins are modest and in my opinion their brands just aren’t strong enough, and international growth doesn’t appear to be a realistic option.  I’d like to see more acquisitions and less bottling agreements.

    Interesting comments about infatuation with quality companies, assume you’re not against quality just think its generally overpriced?

    Reply

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