Excellent post, ACWMR, WOW and WES have a significant moat in the grocery department as u mention. It is a very lowball SP and ur post captures the essence of that brilliantly.
I was a little surprised to see u on WOW with so much action affecting ur favored stocks of TLS, ORG, STO, RIO, DUE (not 4 too much longer, u will need to consider APA in that space presumably), ANZ and so forth.
Like the others, WOW has a significant moat in what is basically a grocer duopoly. Australia has a lot of oligopolies while I like it so much IMHO but pls DYOR. u can always buy it & sell at a profit if with a moat player. Just takes a bit of patience sometimes but they all come true.
WOW Price at posting:
$25.39 Sentiment: Buy Disclosure: Held
(20min delay)
