Michael Brown
Member since: Mar '09
Portfolio Manager at
Inhance Investment Management

Latest Top Picks

Has grown about 30% in the last 10 years and is projected at 20% a year going forward. Trading at 10X with a 4% yield. One of the largest companies in China so many flowing in will tend to go here.
A leader in industrial cleaning products for hospitals, schools, hotels, restaurants, etc. Has had a steady record of recession resistant earnings growth. Strong balance sheet and good free cash flow generation. Currently trading close to its November lows, the lowest multiple in the last 10 years.
Madrid exchange. Largest producer of renewable power (wind) globally. The #1 player in Spain and the UK and #2 in the US. From 2007 to 2008 they increased wind production by 71%. The conservative target going forward is 30% a year.