Opinions
Lorne Steinberg
Sanyo Engineering & Construction Inc.
1960-JP
PAST TOP PICK
Mar 09, 2020
(A Top Pick Mar 26/19, Down 14%) A great little Japanese company. It has held up well in a disastrous environment. It is not very economically sensitive due to government contracts. It should do well.
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Stock price when the opinion was issued
electrical
electronic
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PAST TOP PICK
(Top Pick Mar 25/11, Down 14.88%) Perception is that Japan, which they were slow to rebuild, and they are in infrastructure, is slow to roll it out so they should get a good earnings boost over the next 3 years. Trading for less than its working capital and whole company is for free.
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