Companies We Analyze
This page includes our current list of companies to analyze - what we call our Company Kanban. Subjects are added to the analysis queue when something piques our interest about the given company. It may be something we read, hear, a new 52-week low, a company held by other investors we admire, etc. For some of the companies, we already know that it's a pass for a possible investment. Many companies are added solely for purpose of learning more about the business or industry.
A lot is going to end up in the too-hard pile and merely glanced over, and some are going to be thoroughly analyzed and written about. As Junto Member, you can fully read all our research and notes, see our investment portfolio, and invest right alongside us when we pound on something.
Analyzing Now
Micron Technology, Inc. (Nasdaq: MU)
Shanghai International Airport Co., Ltd. (SHA: 600009)
Markel Corporation (NYSE: MKL)
Otter Tail Corporation (Nasdaq: OTTR)
AMC Networks Inc (Nasdaq: AMCX)
Kering (EPA: KER)
In Queue to Analysis
K. Wah International Holdings (HKG: 0173)
C.H. Robinson Worldwide Inc (Nasdaq: CHRW)
Teva Pharmaceutical Industries Limited (TLV: TEVA)
Liberty Global PLC (Nasdaq: LBTYA)
Sandvik AB (STO: SAND)
Axalta Coating Systems Ltd (NYSE: AXTA)
Expeditors International of Washington (Nasdaq: EXPD)
Intrexon Corp (Nasdaq: XON)
Infosys Ltd (NSE: INFY)
St. Joe Co (NYSE: JOE)
Torm PLC (CPH: TRMD-A)
Hang Lung Properties Limited (HKG: 0101)
American Airlines Group Inc (Nasdaq: AAL)
United Technologies Corporation (NYSE: UTX)
Moody's Corporation (NYSE: MCO)
Genworth Financial Inc (NYSE: GNW)
Samsonite International S.A. (HKG: 1910)
Howard Hughes Corp (NYSE: HHC)
Netcompany Group A/S (CPH: NETC)
PG&E Corporation (NYSE: PCG)
ADT Inc (NYSE: ADT)
Vestjysk Bank A/S (CPH: VJBA)
NNIT A/S (CPH: NNIT)
Coca-Cola Femsa SAB de CV (BMV: KOFUBL)
Kohl's Corporation (NYSE: KSS)
Centurylink Inc (NYSE: CTL)
Wharf Real Estate Investment Company Ltd (HKG: 1997)
POSCO (KRX: 005490)
Molson Coors Brewing Co (NYSE: TAP)
Quotient Technology Inc (NYSE: QUOT)
Tivoli A/S (CPH: TIV)
BYD Co Ltd (HKG: 1211)
Costco Wholesale Corporation (Nasdaq: COST)
S&P Global Inc (NYSE: SPGI)
Nam Tai Property Inc (NYSE: NTP)
Jeudan A/S (CPH: JDAN)
Jefferies Financial Group Inc (NYSE: JEF)
Standby for Analysis
58.com Inc (NYSE: WUBA)
Store Capital Corp (NYSE: STOR)
AutoZone, Inc. (NYSE: AZO)
Western Digital Corp (Nasdaq: WDC)
INTEROJO CO. LTD. (KOSDAQ: 119610)
Alibaba Group Holding Ltd (NYSE: BABA)
NXP Semiconductors NV (Nasdaq: NXPI)
H. Lundbeck A/S (CPH: LUN)
Sunteck Realty Ltd (NSE: SUNTECK)
Vieworks Co., Ltd (KOSDAQ: 100120)
Walt Disney Co (NYSE: DIS)
Roper Technologies Inc (NYSE: ROP)
Hollysys Automation Technologies Ltd (NASDAQ: HOLI)
Taiwan Semiconductor Mfg. Co. Ltd. (TPE: 2330)
Interactive Brokers Group, Inc. (Nasdaq: IBKR)
Noah Holdings Limited (NYSE: NOAH)
Caesars Entertainment Corporation (Nasdaq: CZR)
Huazhu Group Ltd (Nasdaq: HTHT)
Baidu Inc (Nasdaq: BIDU)
Alliance Data Systems Corporation (NYSE: ADS)
Beijing Enterprises Water Group Limited (HKG: 0371)
IQIYI Inc (Nasdaq: IQ)
Whirlpool Corporation (NYSE: WHR)
Mondelēz International, Inc. (Nasdaq: MDLZ)
General Electric Company (NYSE: GE)
Wells Fargo & Co (NYSE: WFC)
Shanghai Fosun Pharmaceutical Co., Ltd. (HKG: 2196)
Rockwool International A/S (CPH: ROCK-B)
AIA Group Ltd (HKG: 1299)
TravelSky Technology Limited (HKG: 0696)
Unilever PLC (LON: ULVR)
Copenhagen Airports A/S (CPH: KBHL)
Carlsberg A/S (CPH: CARL-B)
Constellation Software Inc (TSE: CSU)
G4S PLC (CPH: G4S)
Titan Company Ltd (NSE: TITAN)
Progressive Corp (NYSE: PGR)
Yum China Holdings Inc (NYSE: YUMC)
Globe Life Inc (NYSE: GL)
China Maple Leaf Educational Systems Ltd (HKG: 1317)
S1 Corp (KRX: 012750)
AutoNation, Inc. (NYSE: AN)
Discovery Ltd (JSE: DSY)
Kangnam Jevisco Co Ltd (KRX: 000860)
Agat Ejendomme A/S (CPH: AGAT)
Waste Management, Inc. (NYSE: WM)
WNS Holdings Limited (NYSE: WNS)
Automatic Data Processing (Nasdaq: ADP)
Flex Ltd (Nasdaq: FLEX)
Lockheed Martin Corporation (NYSE: LMT)
Bilibili Inc (Nasdaq: BILI)
Marriott International Inc (Nasdaq: MAR)
Autodesk, Inc. (Nasdaq: ADSK)
Nestle SA (SWX: NESN)
Xiabuxiabu Catering Mgt Chn Hldgs Co Ltd (HKG: 0520)
Ally Financial Inc (NYSE: ALLY)
Brookfield Asset Management Inc (NYSE: BAM)
Beijing Tongrentang Co., Ltd. (SHA: 600085)
Hutchison Port Holding Trust (SGX: NS8U)
Pandora A/S (CPH: PNDORA)
Honeywell International Inc. (NYSE: HON)
Melbourne Enterprises Limited (HKG: 0158)
Chinasoft International Limited (HKG: 0354)
Daily Journal Corporation (NASDAQ: DJCO)
Rain Industries Ltd (NSE: RAIN)
Dongil Technology Ltd (KOSDAQ: 032960)
Ping An Insurance (Group) Company of China, Ltd. (HKG: 2318)
NICE D&B Co Ltd (KOSDAQ: 130580)
Microsoft Corporation (NASDAQ: MSFT)
Melco International Development Ltd (HKG: 0200)
China Petroleum & Chemical Corporation (SHA: 600028)
Tryg A/S (CPH: TRYG)
Tailored Brands Inc (NYSE: TLRD)
Emperor Entertainment Hotel Ltd (HKG: 0296)
Alleghany Corporation (NYSE: Y)
ISS A/S (CPH: ISS)
American Express Company (NYSE: AXP)
New York Times Co (NYSE: NYT)
Rockwell Automation (NYSE: ROK)
LVMH Moet Hennessy Louis Vuitton SE (EPA: MC)
SimCorp A/S (CPH: SIM)
G-Resources Group Ltd (HKG: 1051)
Texas Instruments Incorporated (Nasdaq: TXN)
Heico Corp (NYSE: HEI)
Fujikon Industrial Holdings Ltd (HKG: 0927)
Accenture PLC (NYSE: ACN)
Baozun Inc (Nasdaq: BZUN)
Chokwang Paint Co., Ltd. (KRX: 004910)
Chr Hansen Holding A/S (CPH: CHR)
Jyske Bank A/S (CPH: JYSK)
Synchrony Financial (NYSE: SYF)
JPMorgan Chase & Co. (NYSE: JPM)
Expedia Group Inc (NASDAQ: EXPE)
Tai Cheung Holdings Ltd (HKG: 0088)
Analyzed
Kraft Heinz Co (Nasdaq: KHC)
SINA Corp (Nasdaq: SINA)
Galaxy Entertainment Group (HKG: 0027)
Autohome Inc (NYSE: ATHM)
GrafTech International Ltd (NYSE: EAF)
Danske Bank A/S (CPH: DANSKE)
Southwest Airlines (NYSE: LUV)
General Motors Co (NYSE: GM)
The Goldman Sachs Group Inc (NYSE: GS)
Delta Air Lines Inc (NYSE: DAL)
Fairfax Financial Holdings Ltd (TSE: FFH)
FactSet Research Systems Inc. (NYSE: FDS)