My watchlist

My watchlist 1. Chipotle Mexican Grill, Inc (news) – this might be the typical Michael Burry’s pick too

2. Xerox (news)

3. BBRG – Bravo Brio Restaurant Group Inc, dropped to 52 weeks low (-61.10%), EV/EBITDA is 3.62 – very low. Biggest drop on Aug 03 due to earning missed expectation. CEO claimed that 2016 is year of transition,  that is maybe why debt/equity = 80.05 (very high), however, it does have consistent positive FCF, also most recently, three insiders are buying. This one needs my close watch.

4. Gilead Sciences Inc (Gild) – low PE (6.93), strong FCF yoy consistent growth of top and bottom line, debt is an issue. Also, lots of insiders’ sell is a negative.

About Timeless Investor

My name is Samual Lau. I am a long-term value investor and a zealous disciple of Ben Graham. And I am a MBA graduated in May 2010 from Carnegie Mellon University. My concentrations are Finance, Strategy and Marketing.
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