stockchase picture

Compiling comments that experts make about stocks while on public TV.

2012-12-28

Opinion for Corby Spirit and Wine (A) (CSW.A-T)

Signal Price Bias Subject Owned
$17.200 BULLISH on PRECIOUS METALS MARKET NEUTRAL INVESTING: SMALL/MID-CAP Yes

Cash flow return on investment has improved dramatically since they went to an asset light model and is showing up in the special dividends that the company has been paying. Really under levered. Have $100 million in net cash, 20% of their market. Generates tremendous cash flow. There is a rumour that their parent will use the cash to purchase the distribution rights for José Cuervo Tequila.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies

No Comments.


You must be logged in to comment.