Quick Value #287 - Pair of Cheap Stocks
A pair of companies selling assets, paying down debt, and generally very cheap; potential re-rates incoming
Today’s post:
Stock #1 is a high quality (albeit cyclical) industrial at all-time low valuations
Stock #2 is a healthcare supplier (also at all-time low valuations)
Both companies have “needle mover” divestitures coming soon (catalysts)
Both companies are trading at single digit earnings and FCF multiples
Quick reminder — For newer subscribers, my write-ups are meant to be a “jumping off point” for the idea generation process (i.e. a surface level review). Check out past write-ups here and my home base page here.
Recent write-ups include:
09/29/25 — A look at Portillo’s recent struggles
09/15/25 — Axalta Coatings = quality mid-cap chemical business
09/09/25 — Deleveraging catalyst at Synchronoss ($)
09/02/25 — Special situation in Pitney Bowes (PBI)
08/25/25 — A look at Greenlight’s stake in Fluor (negative EV?) ($)
08/18/25 — Atleos a 20% EPS grower at 10x earnings
08/04/25 — My sourcing list and watchlist process
05/24/25 — Guide to reviewing a 10-K
Quick Value
Typically I cover just one new idea each week, but I have a lengthy backlog of names to work through and found both of these quite interesting at first glance. Maybe the work is a bit shallower than usual, but each idea is quite simple with hard catalysts on the horizon.
I’m adding these as “official” recommendations and buying in my own portfolio.