…but nobody to know what it is. This line was originally chosen to describe a company that was floated alongside the South Sea Bubble in England. And although unfortunately this company seems to be fictitious, there are certainly businesses who could stand to be a little more helpful in describing what products or services they […]
I’m sure someone other than me has observed that a value investment is a value investment that worked out and a value trap is a value investment that didn’t work out. At any rate, it seems to me that it takes more than a high earnings yield to make a value stock. A low P/E […]
I had a surprisingly bad experience at a certain investing website that accepts user submissions and I thought I would speak of it. Last week I spoke highly of BorgWarner and thought a wider audience might benefit from my views, so I submitted my last post to them. I proposed that the equity was worth […]
My faithful readers will recall that I thought Garrett Motion, maker of turbochargers and related auto parts, was an attractive investment, and indeed it was until the tariff monster was awakened. And while I was looking at it, I compared it to BorgWarner, another company in the auto parts sector, which had comparable R & […]
Garrett Motion Inc. is a maker of turbochargers, compressors, and related technologies that offers an earnings yield of upwards of 13% that looks sustainable for the foreseeable future.
Ingevity: Restructuring of input supply dependencies may be effective, but too early to tell, so the stock is speculative.
Clearwater is a paper company offering a high free cash flow yield.
DXC Technology Company is a provider of IT outsourcing services to other corporations, and it has been going through a rough patch over the last few years as shown by a dramatically declining share price. Investors have been holding out for a turnaround from the introduction of new management over this period, and perhaps at […]
Greif is a packaging company that has a global operation to make industrial packaging out of steel and plastic, and a similarly-sized operation to make paper packaging in the United States, and also a line of paper goods. Based on its recent performance it appears to be attractive, but the results of the first quarter […]
Tegna stock has a free cash flow yield of 18% or more and seems to be underpriced.