Insnurance companies According to some guy from Columbia… In my final article on this series of whether companies in certain sectors can be bought based on price to book ratio, I examine insurance companies. Recall that my original thesis is that, according to some well known financier whose name I forget, banks have assets that […]
As a followup to my previous article where we discovered that at least in 2024 the naive strategy of buying banks based solely on price to book ratio did not perform as advertised. However, the Value Line from which I drew my sample also treats Midwestern banks as a separate category of bank, for reasons […]
A wise financier whose name escapes me once wrote that the trouble with banks is that they have assets that are impossible to value, and the trouble with insurance companies is that they have assets and liabilities that are impossible to value. Given the current situation with insurance companies and natural disasters, this is a […]
BlueLinx is a construction supplier with massive cash reserves and it offers attractive prospects despite the weak housing construction market
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.