Here are my current industry ratings. Using my Bloomberg Terminal, I ran a screen looking for cheap companies in those industries. The result yielded eight tickers:
ACO CONN GMRK HES NSIT PDE SMRT SSI
I also added in the top 12 tickers from the last time that didn’t make it into my portfolio, and aren’t on the current list. Here are the tickers:
ABFS [DBK GR] FINL FL GGC HERO [NGX CN] PTSI RADN SNSA URI WIRE
If you have other stock ideas for me, let me know (post a comment!). Remember that I am a value investor. I like them cheap.
Aside from any names that readers might give me, my list of possible replacements is done. All that is left is to run my valuations/technicals model, and think about what to but and sell. Early next week, I will run those models, and make the decisions by Independence Day.
David, you might consider LECO. It’s one of my favorite names. I own personally and we owned/sold (too soon) in work strategies. The largest pure-play welding company; equipment and comsumables. Business is very solid and not reflected in valuation. I view the company as an indirect infrastructure play, the proverbial arms merchant. Good luck trying to exploit their IR department — essentially non-existent. Low profile? How about NO profile. Good luck hunting.
Thanks, Scott. I will add this one in also.