After the recent profit warning does anyone feel there is still good things under the hood with lords. It’s returns on capital and returns on equity have been very good over the long term and it has grown in margins in difficult times, it also has a long term and very experienced owner operator who has seen many a housing recession. The macro is worrying for them, so no surprise on the profit warning and the downgrade to next years forecasts  but does anyone else think over the lord term this could be one to put away and come back to inn5 years time. 

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