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

***SharePad New Subscriber Special Offer***
Readers of my blog can claim one month of free data. Click here for details.

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. 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?


Leave a comment