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Alpha In Japan

|Includes: General Motors Company (GM), HMC, TM

Be sure to check out our detailed stock analysis (click here). Mark Kingdon, founder of Kingdon Capital, appeared at CNBC's Delivering Alpha's conference last week where he touted his best investment ideas. His overwhelming theme? Japan. He loves the Japanese auto market, which will prove to be the biggest benefactor of Abenomics. His specific picks included Mazda, Fuji Heavy and Toyota Motor (ADR) (NYSE:TM).

Toyota is making a comeback, while Subaru continues to focus on safety and is moving to higher-margin vehicles. Kingdon notes that Mazda has the biggest upside with the most risk. All three car stocks trade at forward price-to-earnings ratios of less than 10, but Kingdon sees fair value of 13 times.