Barron’s yearly or bi yearly? roundtable is out where Mario Gabelli talks deals, deals, deals, Jeff Gundlach talks a variety of topics, Scott Black talks investing, and Meryl Witmer of Berkshire Hathaway pitches her favorite investment ideas.
Witmer mentions four stocks she likes – Dart Group, Ryanair, Linamar, and Virtu Financial the HFT firm ( that last one is a bit surprising)
Dart Group [DTG.UK] is a U.K.-based airline operator and vacation packager with 148 million shares outstanding and a market cap of 740 million pounds [$912 million]. The stock is trading for 500 pence. While the shares are valued like an airline, the company is an outstanding operator in the leisure travel business. Philip Meeson is a passionate owner-operator. He owns about 38% of the stock.
. Ryanair [RYA.UK] also fell sharply and then rebounded, but this stock hasn’t come back. Only two brokerages follow Dart, and the company doesn’t do earnings conference calls.
Witmer: My next pick is Linamar [LNR.Canada]. It is a global auto-parts supplier, based about an hour from Toronto.
This is a great piece and for once Witmer was allowed to speak a bit so check the full thing out and the video interview.
Published on Jan 23, 2017
The Eagle Capital Partners stockpicker recommends an undervalued auto parts maker.