Please note that we are selling Neo Performance Materials, Inc. NOPMF Magellan Aerospace Corp. MALJF and THK Co., Ltd. THKLY as they trade above tangible book value.
We are adding 3 new stocks to the Perfect Stocks Portfolio this month:
1) Scorpio Tankers, Inc. STNG
2) Bollore Investissments BOIVF
3) Barratt Redrow PLC BTDPY
Closing paragraph this month:
I will admit that the idea of owning solid, profitable companies that trade for less than book value, pay dividends, and have fortress-quality balance sheets sounds boring.
In this case, we have bored you all the way to the bank.
Our average holding since we started is up over 30%.
That is crushing the S&P 500 and the far more exciting QQQ, by multiples, not percentages.
The average gain of the 3 positions we closed this week is about 75%.
The average dividend yield is close to 4%.
The median PE ratio is less than 10.
On average, our companies sell less than 80% of their tangible book value.
Safe and cheap beats the market. Who knew?
I did. And now you do
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