There has been a lot of pressure on NYSE:ALB recently. We think it is a solid company, and that this provides an opportunity for a move up to the mid-200's.
For those who would like to find opportunity in the recent setback in energy stocks, take a look at CTRA here. We likek it for a move into the high-20's.
We think the current setback provides a nice opportunity to buy some PFE with a nice dividend and decent ROE, for a move back into the low-to-mid fifties.
We like low beta stocks, and ResMed is one of them.
Solid balance sheet and high profit margin.
Not cheap based on P/E, but justified by high RoE and high margins.
Traditional retail has not gone away, nor is it about to die.
Online shopping is of course a very powerful trend, but for personal products, such as jewellery, fashion and furniture, people still want personal service.
$BBBY and $SIG are trading at P/E ratios below 10, price to book below 2.0x and have historically had very decent cash flow and return on...
