Homebuilders like Berkeley Group (LSE: BKG) and Persimmon (LSE: PSN) have been terrific investments for the past few years, but with prices wobbling recently, it’s natural to wonder if their best days are behind them…
More gains to come from Berkeley Group plc and Persimmon plc?
VIDEO: Are Berkeley Group plc (LON:BKG) and Persimmon plc (LON:PSN)’s best days behind them?
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Published Owain is a magpie of the investing world -- and not because he gets into a flap. Almost any style of investing might suit him, depending on the bigger picture, and he's held all sorts of companies. Paraphrasing Keynes, he says: “When the market changes, I change my mind -- what do you do?”
That said, Owain is usually a buyer of equities, where he prefers lightly geared, modestly rated companies, and is increasingly on the lookout for Buffett-style intangible quality. He aspires to buy-and-hold: his best investment ideas are worth much more than he sold them for. Then again, his worst investment went bust due to management fraud!
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