TOP PICK
Selling under book value. Focusing on containerboard and tissue. Improved balance sheet. Attractive valuation. Good prospects. Could be some cost pressures in source materials, but these can be passed on. Good potential for a good capital gain. Yield is 3.42%. (Analysts’ price target is $19.21)
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Leader in simulators and training. As air travel returns, airlines will look to outsource this. Expects more military spending. Well positioned. Margins expected to increase, with more free cashflow. Could see a dividend. Reasonable price. No dividend. (Analysts’ price target is $40.80)
TOP PICK
Well positioned in electric buses. Major market share in NA transit buses. Motor coaches have not been selling that well, due to lack of travel. European operation. Compelling valuation, pretty beat up, overdone. Will get their share of recent US dollar allocation. Benefit may not be immediate, but it will come. Yield is 3.91%. (Analysts’ price target is $28.00)