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COMMENT
Markets. The S&P 500 for the last 10 years shows the last 5 a little more encouraging but the market seems to be overbought in the near-term. PE multiples are reasonable and he is optimistic the economy globally is improving. Feels that economic growth is going to be pretty good for the coming 1.5 years.
COMMENT
New plant they are buying and converting looks quite interesting. PE on a trailing basis is about 10X. ROE is interesting at about 20%. His Quant system does not rate it well because near-term earnings are declining dramatically. Was $.38 last year and the most recent quarter in November was minus $.51. If they can get it together, growth rate in earnings should be pretty good.
paper products
business forms
TOP PICK
More speculative. 3 pieces to creating value in rare earth. 1) 20% comes from digging it out of the ground. Reactivating a mine in South Africa and to have it into production in the 2nd half of 2013. 2) 40% is created by being able to separate rare earth minerals they have signed a deal with GCD, the only Chinese separation company.
Mining
