Here Are My Thoughts On Two Attractive Value Stock Picks

13 September 2018

Hey, The Investor’s Podcast Network Community!

This month’s newsletter is very special. Together with our financial analyst David Flood, we have analyzed the nano-cap company MIND CTI. The market cap is less than $50M(!). We think it’s a stable business and given the size of the company and the overvalued stock market, we find it appealing that the dividend yield is double digits. Keep in mind that the public information about nano-cap companies are scarce and they are highly illiquid.

We’ve also welcomed a new analyst to the team, Stephen Barnes. Together with Stephen, we’ve taken a closer look at General Mills. With a market cap close to $30B, it is not a company that is typically going under the radar. However, we think that the market might temporarily be wrong about the stock, and find it trading at an attractive price level.

Attached are our new .pdfs. We’ve conducted an intrinsic value assessment in both documents. If interested, take a look and see what you think.

I hope this message finds you well. Have a wonderful day!

Your Friends,

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P.S. Our Intrinsic Value Course is now the most popular course on TIP Academy. Check it out here!

P.P.S. I’ve set up a new consulting service, offering 1-1 portfolio reviews over Skype.