Would you be interested in an opportunity in a company trading at 2x EV/EBITDA, under 5x P/E with a sustainable 11%+ dividend yield, that increased revenues 7% in the most recent fiscal year, and net debt practically at zero? I sure am! Gamestop (GME) is such an opportunity but obviously not without risk. The majority of the company's sales and profits comes from selling … [Read more...]
Archives for April 2018
John Neff screen gives 2 interesting stocks
Not as well known as some other value investors, John Neff had one of the best track records known in the investment world with an annual 13.7% return vs 10.6% for the S&P 500 over 31 years. Windsor which he managed became the largest mutual fund in existence during Neff's management. Neff retired from Vanguard in 1995. Neff wrote "John Neff on Investing" which was … [Read more...]
