Hi Paul
Anybody else got a list they like, now would be a good time to post it, and/or discuss individuals within such lists.
OK...my list is pretty boring, I've only added one since last time (which supports my theory that this market is still way over valued generally)....TRCI, TUG, XNR, FRD, CCL, GLG(the new kid).
TRCI and TUG and FRD are undervalued, good management and good cash flow selections, which pay dividends while I wait for Mr. Market's attention to come around to them.
XNR is a management play.
CCL is the largest and most profitable cruise ship operation. They pay a dividend and also give $50/person/cabin on-board credit for each cruise a shareholder takes. With my wife, that's like a big extra dividend! (We just got back Sunday from another cruise...this one on the MS Maasdam, a Holland America ship)
GLG is my play on gold. They are US-based, so I'm familiar with the GAAP, and they have nice free cash flow.
Timba |
