HDS – 8/12 (Barrons) provides construction and building maintenance materials on site; spinoff of amalgamations from HD who changed focused back to core box; this bus was spun off to PE who dumped $ into tech and sales people; recently went public in July. Stock came out at low end of range and now trading up.
WFC initiated a buy and follows; same reporting as Barrons story; Negative is 60% Private Equity ownership which will ultimately want to spin off.
Outerwall – (OUTR) Own Redbox and Coinstars.
BNP Paribas – BNPQY ADR – Continual profitability during financial crisis; negativel Price To Book implying destruction of value; 3 % yield currently. Owns Bank of the West.
