In an attempt to find a value play that is taking part of the North American energy boom, I stumbled upon SEACOR Holdings Inc. (CKH). Given the operational capabilities, superior industry tailwinds, overcapitalized balance sheet and cheap valuation, this stock appears to be ripe for either a large move higher or significant premium takeover.
This is an under-the-radar name with a strong management team that has little sell-side coverage. You can almost say that this is a mini-Berkshire Hathaway, Leukadia or Loews Corp. with a culture of growing value by acquisitions and execution. This is a CEO-driven company very much like Berkshire, with a focus on capital allocation, the mixing and matching of assets and knowing when to...
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