Japanese automakers look good to Mark Kingdon, presenting at Delivering Alpha. They trade at...
Japanese automakers look good to Mark Kingdon, presenting at Delivering Alpha. They trade at 8-10x earnings and he thinks the multiple should be 13. HIs top picks are Toyota (TM), Mazda (MZDAF.PK, MZDAY.PK), and Fuji Heavy/Subaru (FUJHY.PK). He's also on the Aegerion Pharmaceuticals (AEGR +2.6%) train thanks to its Juxtapid drug for high cholesterol.
From other sites
at CNBC.com (Mar 11, 2015)
Exclusive: Fund Manager Zachary Savas Says Auto Is A 'Sexy Market,' Informatics Will Drive The Industryat Benzinga.com (Feb 25, 2015)
at Investor's Business Daily (Feb 20, 2015)
at Investor's Business Daily (Feb 6, 2015)
at CNBC.com (Jan 27, 2015)
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