David Taylor, MBA, CFA
Shermag
SMG-T
TRADE
Feb 02, 2005
A furniture manufacturer and at a 52 week low. Battling cheap imports and currency. This is the type of company that they look at. Talking to management in a couple of weeks to try and see what's going on.
Pays a 3.75% yield and they had a good season (they're a seasonal stock). He also likes their environmental products. But it trades at a too high 26x PE.