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Review of Pollard Banknote Limited

FEB 06, 2024 - Pollard Banknote Limited (PBL) is one of the leading providers of products and services to the lottery and charitable gaming industries in the world. PBL displays a unique opportunity for investors looking for exposure to the consumer discretionary industry. The continued success of iLottery services along with improved operational efficiencies in 2024 serve as positive growth catalysts for PBL. We are initiating coverage at a ‘B’ rating.

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Q: These are the big losers in my portfolios.
So sick of looking at them and waiting for improvement (which I know is unlikely and a bad idea). My wife’s analysis of my investment strategy is “break even quick”. Are any worth holding, or is it time to just jettison the works?
I don’t mind a bit of risk, but am thinking they’re just mistakes, at this point. I believe I have a diversified portfolio over all, with none of these being overweight.

Thanks for your help.
Len
Read Answer Asked by Leonard on January 19, 2024
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