Posts by Andrew Stotz
Is Radiant Opto-Electronics an Undervalued Dividend Play?
End markets mature, no opportunities to grow, lack of investments translate into zero revenue growth, and massive dividend yield secured by strong cash generation.
Read MoreIs First Gen an Overlooked Power Play That Deserves a Re-Rating?
Resolving gas supply issues ensures longevity, a pioneer in renewable energy should be future proof, and undemanding valuation could lead to re-rating.
Read MoreMy Worst Investment Ever April 2022
In April 2022, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreWill Pressure on Kohl’s Management Drive Share Price?
Strategic partnerships to escape growth stagnation, activist investors increase pressure after poor performance, and ramp-up of share repurchases spices up returns.
Read MoreLIVE: Top 3 Global Consequences of the War in Ukraine
Live broadcast by FINNOMENA. Andrew covers the following topics: All Weather Strategy review and outlook & Top 3 global consequences of the war in Ukraine.
Read MoreWould You Buy Tesla on 19x 2025 Earnings?
Near-term strength, but market dominance declines, many American companies fail in China, but not Tesla, and rapid production ramp up to ride EV wave.
Read MoreCan Puregold Turn Philippine Grocery Retail Into Pure Gold?
Aggressive expansion to lay foundation for massive growth, resilient business model in low penetrated industry, and industry consolidation could enhance gross margin.
Read MoreDoes SKF’s High Value Creation Deserve a Re-Rating?
Consolidation of manufacturing sites drives margin expansion, high single-digit industry growth mainly driven by Asia, and consistent value creation while peers struggle.
Read MoreA. Stotz All Weather Alpha Focus – March 2022
All Weather Alpha Focus: The strategy was 1.5% above the 60/40 portfolio in March. We expect central banks to do what they can to prop up markets and the Indian stock market to remain strong.
Read MoreIs Hyundai’s Parallel Strategy a Potent Value Play?
Contrarian bet on hydrogen could be a winning strategy, long-awaited margin rebound could justify re-rating, and reducing reliance on global supply chains.
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