A Dutch company. European business does very well. US has been lagging. Generates a lot of free cash flow. Trades at about 8.5 X free cash flow yield. Continuing to bring down their debt level. Expecting they will move from junk bond status to investment-grade. There are a lot of catalysts for this company.
Throws off lots of free cash. Aggressively paying down their debt. Have been junk bond status but should be investment-grade bonds by the end of this year.
(A Top Pick Aug 15/06. Up 8.7%.) Had a lot of trouble over accounting scandals during an acquisition. New management is re-structuring. Generates free cash in excess of 9%. Still likes. Cheap.
A food services company. Almost went bankrupt several years ago over some accounting issues. Has been restructured with new management. Thinks it will do well over the next little while.
(A Top Pick Oct 406. Up 11.2%.) Throws off lots of free cash flow. Is going to be upgraded to investment-grade in the next little while. Expect it will be taken over.
Have a pretty good grip on their US business and are looking to grow it. Have some cash now. Expect there will be some acquisitions. Prefers Tesco, a UK company.
(Amsterdam exchange.) Food stores. Very good company. Own a large franchise in the US and a good franchise in Europe. Margins are getting better. Better to look at things in Canada where you don't have the currency risk.
Your Watchlist
Add stocks to watchlist to monitor them daily and get important alerts.