they are imperial brands and morrisons, both of which have given good dividends but poor capital performance.
i think imps (and bats , which i am holding ) are in long term decline.
imps divi will surely be cut , and i doubt the SP will go up .
morrisons has very low margins and lots of competition .
only m&a will save imps and morrisons , and these things often never happen .
if the bats SP starts declining i will exit those also .
