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Viterra and Lululemon Palos Capital's Manager Picks
Posted on May 15, 2008
Management: Charles Marleau, Tommy Nguyen, Hubert Marleau, Palos Management Inc.Style: Top-downFund: Palos Income FundStrategy: They buy companies that are priced below their intrinsic value, have strong balance sheets, strong free cash flow growth, good management and have a short-term catalyst. The investment process is supplemented by the firm s proprietary quantitative model. Their short-term strategy also uses pair trades and risk arbitrage.Buy recommendations:Great Canadian Gaming Corp.Viterra Inc.Crescent Point Energy TrustSell recommendation:Lululemon Athletica inc.Commentary: The...
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