Seeking Alpha

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.
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