by Travis Johnson, Stock Gumshoe | January 17, 2020 2:33 pm
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Hi Travis firstly it’s good to have you back.
On fairfax India I’ve owned the stock for a couple of years ( loss making ones so far )but have become increasingly concerned about the fees paid to the main fairfax group. Doesn’t this leave the stock open to some manipulation on fairfax’s behalf.?
I also don’t understand why they would sell down a controlling stake in Bangalore airport, this seemed to me by far their best investment . Do you see any positives in this move?
Is there anything preventing accounting practices reallocating funds back into the main fairfax group?or will it be a constant concern with the stock?
I’m just wondering if there are better ways to play the India growth story.
I’m a little concerned, since the transaction seemed timed to boost book value just before closing the books on 2019, but there is some logic to it IF they use this new fund to expand into other airport privatization opportunities.
I do like the investments they’ve made, and access to small or private companies in India is otherwise nearly impossible. I also do trust the ethics at Fairfax, though I’m more wary about them now than I was a year ago.
I also have funds in INDA and MINDX.
A possible stock to check out is FinVolution NYSE:FINV. Its a online marketplace in china. The numbers are great, wayyyyy undervalued, and hammerd from its ipo for no reason.
I have both TDOC & WRTC in my nest. Looking forward to them both rocking it.
FWIW, Matt McCall (Investment Opportunities/Investorplace) has also recommended TDOC – twice.
In Oct. 2019, he dubbed it one of five stocks that could soar during the “melt-up” but advised to buy TDOC only up to $85. With the acquisition of InTouch Health which Travis describes above, the stock is now about $10 more per share.
In Dec. 2019, during a webinar in collaboration with Stansberry Research, McCall singled out TDOC, calling it “the undisputed tech leader in its niche”.
So there; just sharing. I don’t know if these newsletter pitchers just copy each other or if TDOC is indeed a 10-bagger.
Hey Travis,
Do you have an opinion on former (maybe still current?) Warren Buffett favorite of CVR Energy (NYSE: CVI)? I saw that you had something on them previously (https://www.stockgumshoe.com/reviews/25-cash-machine/bryan-perrys-1-recommendation-pays-over-20/) but wasn’t sure if it had come across your Thinkolater radar again.
I bought in at ~$11 back in January of 2017 (kicking myself I didn’t buy earlier at $6 earlier that summer of ’16!) and have enjoyed selling off tranches as it went up – along with its dividends and MLP payoffs (forget what they’re called now) – but have seen its price steadily drop since August-November while analysts “remain bullish.”
Thanks for any info you may have on it.