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Berend Jan's avatar

Thanks for a very interesting article, Kevin. A perfect match with the most recent podcasts of JongBeleggen ;) Just wondering, do you have the ranked list of all the 96 industries as well?

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SHP's avatar

The length of this article is more favorable and I have read it to the end :-)

I disagree that restaurants and hotels are more cyclical than utilities, but I believe this is just a subjective interpretation about cyclicality. I would go for Booking rather than Rio Tinto. Whereby the latter currently has upside, of course. In the long term....

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