YB new stock pitches (Thu, Sep 26)

Hello!

I’ve just added 33 new pitches to the website.

As always, you can visit the website at https://www.joinyellowbrick.com (if you are a premium member, make sure to login so you get the most recent pitches).

If you have upgraded to premium and currently receive the morning email that is sent to free subscribers and don’t want to receive it any more since you are getting this email, just reply to this and let me know and I’ll take you off it.

Thanks for reading!

Connor (founder of Yellowbrick and CEO Watcher)

YB PORTFOLIO

The YB Tracking Portfolio copies the trades of the top 10 investors (based on the average returns of their previous stock pitches) in our database of 1,000+ investors.

*All investments in the YBR Portfolio will be for ~3% of the portfolio value

**I use Interactive Brokers (link) for the portfolio because it makes it easy to have multiple accounts for different strategies and allows you to trade international and OTC stocks. If you decide to open an account with them, use this link so they know I sent you.

The YBR Portfolio is only available to Premium Subscribers. If you want to know which stocks the top investors are investing in, upgrade to Yellowbrick Premium.

A COUPLE OF THE MOST INTERESTING NEW PITCHES

Company: Bridgford Foods Corporation ($BRID)
Author: Buggy Whip Bargains (Blog)
Author Returns: <premium subs only>
Sentiment: bullish
Category: Value
Market Cap: USD 86.28M
Given Upside: N/A
BRID: Trading at $10, 0.71x P/TB. Hidden value in properties: Chicago plant sold for $60M (11% CAGR). 7 plants, 12ha land, 43k sqm buildings. Est. $50M property value ($3.80/share). Anaheim HQ worth $30-35M. Dallas, Chicago, Statesville properties undervalued. 80% family-owned. $240M revenue, $91M market cap. - link

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Company: The Westaim Corporation ($WED.V)
Author: ToffCap (Twitter)
Author Returns: <premium subs only>
Sentiment: bullish
Category: Value
Market Cap: CAD 380.70M
Given Upside: N/A
WED.V: $370M cash on $380M market cap after Skyward sale. Arena investment inflecting. Low risk w/ cash balance, more monetization coming, mgmt aims to return cash to shareholders. Ongoing share buybacks. Strong downside protection w/ upside potential. - link

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Company: Customers Bancorp, Inc. ($CUBI)
Author: @blondesnmoney (Twitter)
Author Returns: <premium subs only>
Sentiment: bullish
Category: Value
Market Cap: USD 1.45B
Given Upside: 20%
CUBI: Long 7,200 shares at $44, hedged with $35 puts. Trading at 6-7x earnings, $50 TBV, strong liquidity & capital ratios. Low-risk loan portfolio, 79% insured deposits. Potential $52-$53 TBV with $1.25 EPS + $0.50 AOCI accretion. Risks: panic, loan quality issues. $53 price target. - link

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Unlock all stock pitches by upgrading to Yellowbrick Premium.

PITCHES FROM TOP INVESTORS

All of the top pitches from the best-performing investors are in our curated Elite Investor Feeds at joinyellowbrick.com/feeds

THE REST OF THE PITCHES

To get access to all of the stock pitches, upgrade to Yellowbrick Road Premium. If part of your job is idea generation (either for your personal account or a fund), it’s a no-brainer.