Loomis black logo
Stock

First stock to portfolio: Loomis

Price: 212.80

Motivation

  • Everyone is afraid that money is contagious, but that is not true.
  • We use less cash, but more cash is printed than ever
  • Great management
  • Currently there’s no companies shorting the stock
  • Insider buying

Risks

  • Decreasing sales in France (largest market) and USA

Valuation

– P/E=9.81
– P/S=0.77
– P/B=1.49

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