Post by
retiredcf on Jul 16, 2023 12:58pm
Too Cheap?
What looks “cheap” to you right now? I recognize that sometimes things are cheap for a reason but in your view, what has been punished too much and is likely to appreciate from here? Given its strong management team and fundamentals, we feel that BN is currently at an attractive level. It appears to have found some support around the low ~$40s and when the capital markets eventually turn around, we believe BN will do well. TSU had some issues earlier in the year with a write-down, however, we continue to like the company and its growth rates are strong - we feel it is at a good price today. NVEI has come under pressure recently, but its fundamentals are strong and for a company in the fintech space it trades at a cheap valuation. (5iResearch)
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