One of the leaders of the pack. Bubbly impression in terms of valuations as it is trading in multiples of potential sales and earnings. Institutional investors are staying out. He thinks there is going to be a shakeout in the whole space. Valuations could change very dramatically. Positive working capital. $40 million in sales. Could be one of the big “tobacco” companies in the future.
He has been a shareholder of this company for a long time. Underperformed for the last couple of years mainly for some contrarian bets the CEO has made. Just made an investment on Toys r Us that looks interesting for the Real Estate. Good cash position. Good book value. (Analysts’ price target is $746.97)
Probably one of the top two banks. Ticking off all the boxes. Has one of the weakest dividend quality scores according to his model. Wells Fargo & Co (WFC-N) looks the most undervalued.