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  • Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [View article]
    NM is a good bet. It has excellent value. It has an extremely low PE and FPE. It also has an excellent Price to Book value ratio. Further it has both a new fleet in South America (for the river traffic mostly) which is supposed to begin adding 35% to EBITDA beginning in the 4th quarter of this year. It got pushed further downward in the recent market move in that direction, so it is an excellent buy now.
    Jul 07 10:04 am |Rating: 0 0 |Link to Comment
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