May 12, 2012
The Value Guys are back with their latest picks. You might not like their stock selections, but you've gotta like their Vodka Selection--Grey Goose, it just doesn't get any better. Their latest value picks from the Low P/E Small-Cap Screen are less than household names, but when you look for value, that's where you need to start. FRM Fermanite, KKD Krispy Cream, SMP Standard Motor Products and of course their stroll through economic trends, which isn't to be missed.
Mo Mentum sees Krispy Cream as an obesity play. Overweight Americans will soon be in the majority and what better way to maintain and increase that majority, than doughnuts. As Val says, the macro picture on this one is very big.
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