Stockchase Opinions

Lorne Steinberg Shibaura Electronics 6957-JP TOP PICK Jan 30, 2013

(Japanese Exchange.) Highly specialized in making specialized thermistor semiconductors. Great growth. Huge beneficiary of a weaker yen. Earnings could easily double over the next few years. Japan has had a nice rally since their new PM came in, in December. Trades for less than 10X earnings. 3.1% dividend yield.

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(A top pick Jan 30/13. Up 54.53%.) A great Japanese electronics company that no one ever heard of before. This was selling for less than its cash.