Gordon Reid Griffon GFF-N PAST TOP PICK Sep 17, 2025

A small cap making homebuilding products like garage doors. A play on homebuilding; there's a housing shortage. Low PE, but profitable.

Sensitive to interest rates. The housing market has frozen which will freeze GFF. As long-term holder, wait for a better environment. But if you believe rates will stay high (higher inflation), sell this, but he doesn't believe. Rather, rates will continue to come down.