stress-free investing, page-2

Hi Camden

Another well researched, insightful post from you. At the risk of sounding like a total suck, you are by far and away my favourite poster on hotcopper.

I agree that Dulux is a solid company which will no doubt increase its intrinsic value for many years. What is stopping me buying in (as is the case with many stocks at the moment) is the price to value proposition.

Was wondering what you value DLX at? Do you still see this as good value from a current valuation perspective or are you buying/holding based on the quality of the business and the likelihood that it will be able to grow the value of the business in the future?

Regards
Gralynchett