17 Fascinating Stock Pitches (16th-30th Aug) 🖊️
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17 Fascinating Stock Pitches (16th-30th Aug) 🖊️
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Below are 14 ‘off-the-beaten-path’ stock pitches we’ve enjoyed reading in the past two weeks →
SUTL Enterprise (BHU.SI)
By
A family-owned marina business out of Singapore. The main appeal of it is that more than 90% of its business comes from owning and operating one of Asia's best marinas.
Seneca Foods (SEN)
The largest vegetable canning business in the United States trading under net asset value.
Barco (SBAR)
By
Belgian technology company with a focus on imaging technology. This is a high-quality, well-financed, cool company with a positive outlook for the next years.
Italmobiliare (ITM)
By Value and Opportunity
Italian Holding company with a 50% Discount to NAV.
California Nanotechnologies (CNO)
By Whiteout Capital
Specializes in two advanced material manufacturing processes—spark plasma sintering (SPS) and cryomilling. The company is growing revenue at ~30%/year and just reported its second consecutive year of both GAAP earnings profitability and positive free cash flow.
Tarczynski (TAR)
By
Founder led Polish micro cap branded snack sausage maker, selling for less than 50% of value, p/e of 5.81, EV/EBIT of 9.6, and dividend yield of 4.7%.
Supply Network Ltd (SNL)
By
Leading truck & bus aftermarket niche specialist in Australia.
SharkNinja (SN)
By
A leading small household appliance company in US and Europe. It is a recently spin-off from JS Global Lifestyle (1699.HK) on Jul 31st. The stock is traded at an absurdly low 12.8x LTM PE partly because of market’s unfamiliarity to it.
Gypsum Management & Supply (GMS)
By
One of the largest distributors of wallboards, ceilings and steel framings in North America. The business started in 1971 with just one location and nowadays has more than 400 branches all over US and Canada, and its recent evolution is nothing but impressive.
Onfolio Holdings (ONFO)
By
A company that I have been researching for some time now due to its potential to be a future 10-bagger or even 100-bagger under the right circumstances.
Pason Systems (PSI)
By
A technology-oriented oil services company that provides data management systems for drilling rigs around the world, though most of its revenues are in North America.
Ametek (AME)
By
A leading industrial conglomerate specializing in electronic instruments and electromechanical devices.
DP Aircraft Limited (DPA)
By
An almost Pico-cap company with a real business and assets that are up to 10x market cap.
Worthington Industries (WOR)
By
An uncommon spin-off story where the opportunity is with the RemainCo.
The Keihin Co (9312)
By
A consistently profitable growing small cap logistics company at 0.5x P/TBV and 11% ROE.
LNA Santé (LNA)
By
An "innocently convicted" care home operator poised for a promising future.
Azek (AZEK)
By
Turning plastic and recycled wood into quality decking and exterior products.
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Disclaimer
This article is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before investing in any company mentioned.