@hankreardon
Even if my stock picking has been quite average since the beginning of February, one stock you may watch : Enero (egg).
By several aspects, it may remind you Adairs' case.
They have 2 businesses :
- one traditional business, quite ordinary,
- and a high growth/high margin business : OB Media (platform which connects publishers with the world's leading search engines).
Like Adairs, Enero is cheap, generates a high level of free cash flow and dividend yield (6.8 % if H2 21=H1 21)
One of the difficulties is that you need to adjust their published free cash flow, as it includes the minority interest of OB Media (they just own 51 % of OB Media).
Also interesting to see that some clever fund managers (WAM, Forager Funds) have a significant share in the company.
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@hankreardonEven if my stock picking has been quite average...
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