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)
In an interview with Barron’s see full piece here Witmer stated:
Witmer:
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.
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. 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.
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Witmer: My next pick is Linamar [LNR.Canada]. It is a global auto-parts supplier, based about an hour from Toronto.
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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.
See more below and full piece from Barron’s here
Published on Jan 23, 2017
The Eagle Capital Partners stockpicker recommends an undervalued auto parts maker.
