Here are some ideas from this weeks Barron’s:<\/p>\n
Randall Forsyth mentioned in his column that a couple of CEFs that invest in India are selling at double digit discounts to NAV, they are IIF and IFN.<\/p>\n
Kopin Tan wrote about Hormel (HRL). Hormel is a “well-run company” but the dividend yield is down to 1.6% and it selling at 22.3x earnings, which is a 15-year high.<\/p>\n
“It’s the Shareholders, Stupid”<\/strong> is an article written by Andrew Bary that points out the MSFT continues to be undervalued at 12x June 2014 EPS and net cash of $8 per share along with a 2.9% yield. The Nokia acquisition may not be a great decision but a new shareholder friendly director might be able to shake things up.<\/p>\n Jacqueline Doherty highlighted industrials in “Laggards, But Not for Long”. She wrote about JOY, TXT, DE, CAT and GE.<\/p>\n","protected":false},"excerpt":{"rendered":" Here are some ideas from this weeks Barron’s: Randall Forsyth mentioned in his column that a couple of CEFs that invest in India are selling at double digit discounts to NAV, they are IIF and IFN. Kopin Tan wrote about … Continue reading