RB Global Inc. (RBA)

THey've done a good job running IAA after buying it. The stock is done for the same reason as competitor, Copart (see those comments). He prefers Copart, but RBA is a good business. There's hope that car insurance rates will decline as the insurers compete more.

Evolved beyond traditional auctions. Now runs a full marketplace that helps customers buy, sell, and move equipment and vehicles more efficiently. Profitability is improving as they add more services such as transportation and paperwork support. These measure make them a more valuable partner to its customers. 

Upcoming results on Nov 6 should help confirm its long-term growth momentum. Ranks 8/10, 24% upside. Yield is 1.22%.

It is an equipment salvage auction company and with the acquisition of IAA also has an auto salvage auction parts division. It is counter-cyclical and has reasonable growth with pricing and volume.