
The cyclical opportunity in UK small and mid-cap shares with the Rights and Issues Investment Trust
UK Investor Magazine
Exploring Marshall's as a Potential Value Play in the Construction Industry
This chapter explores their interest in Marshall's, a market leader in blocks and paving, and discusses its potential as a value play despite being in a cyclical downturn. They believe that as market conditions recover, the company's profits will also recover, presenting an opportunity for the share price to double.
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