Looking for Japanese smaller cap stock ideas? The Q2 edition of Uguisu Value publishes this weekend. If you’re new to my website or if you’ve been considering subscribing, now is a timely opportunity to receive updates on the 5 best ideas published to date and 3 new watch-list ideas. For important background on the newsletter see this newsletter link or click via the left menu and you can also scroll below for past posts. In short, Uguisu Value is focused on small and micro cap Japanese stocks trading at significant discounts whether or both to net asset value and/or earning power.
Four of the five best ideas remain very attractively valued and as is common with value investing can be trying on the patience of investors — they have all increased their book values and three of them trade at an even bigger discount to market value. The lone exception has encountered unexpected operating challenges that have resulted in lower revenues and a sharp drop in profitability, but the company/management has a strong track record, solid balance sheet, and there is a very valuable fixed asset component.
More details of these five companies with their latest earnings updates as well as three watch-list ideas appear in the Q2 edition of Uguisu Value.
Email: firstname.lastname@example.org to request a sample (fully copy of maiden 2015 ed.). To purchase: for US$100 you will receive the latest issue and all five back issues. Send an email to the same address as above — I will send an invoice from PayPal, which you can pay via your PayPal account or via credit card if you don’t have PayPal; the payment is private and managed by PayPal; no auto renewals. The Q2 edition publishes this weekend, May 14-15, and is sent via email. Back issues are each ~1MB PDFs and can be received via email earlier, as soon as I receive notice of payment. Major updates or share price developments to the featured companies will be provided via email for about a three-month period.
Note, the Q3 edition is TBD and is not included with this offer.