In a video entitled “Smallest Extreme Value Stock in 7 Years”, Dan Ferris (of Stansberry Research) pitches a $14 company involved with multiple industries. I tried the Search Bar using key words of this pitch thinking The Thinkolator would’ve sleuthed this out by now, but to no avail. . I’m not sure how old or recent the video is or if the stock is even $14/share anymore but here’s how the company is described:
The company designs and sells products for two business segments:
1) Thermal equipment used for manufacturing activities, like forming metals with precise heating and/or managing extreme temperatures; and
2) Products used primarily by semiconductor companies to automatically test the chips they manufacture for defects.
Ferris focuses on the 2nd business segment in the belief that the Semiconductor Industry is due for a comeback – i.e. following the Supply and Demand Cycle for the industry.
He says this Company meets all 5 of his “must-have” criteria for great value investments as follows:
b) Consistent margins (despite the boom-and-bust semiconductor industry)
a) Free cash flow (ample)
c) Pristine balance sheet (debt-free)
d) Dividends or Stock buybacks (Does not pay dividends but buys back its shares every year)
e) Return on Equity (Expects company to shoot up because of the shortage in chips)
Would anyone know or wish to share the name of this company?
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