Lorne Steinberg Nippon Pillar Packing 6490-TYO PAST TOP PICK Mar 26, 2019

(A Top Pick Apr 09/18, Down 12%) Japanese small caps fell during last quarter. Great rally so far this year. Extremely cheap stock. Japanese stocks have been responsible for a good chunk of his portfolio's performance. Compelling market as a whole. Have to stick with them despite the volatility.

Lorne Steinberg

Owned

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$1300.000

Stock price when the opinion was issued

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One of those great Japanese niche businesses in fluid tech related to semi-conductors involved in all kinds of industries. ROE great sharply in the past five years from, 5.5% to 10% with double-digit earnings growth. The company will double in five years.

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Lorne Steinberg Nippon Pillar Packing 6490-TYO PAST TOP PICK Mar 26, 2019

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