JBFCY
JOLLIBEE FOODS UNSP/ADR
stock OTC ADR

Undervalued? CMG is obviously a good play to me.
If you're feeling speculative I'm still getting a feel for JBFCF/JBFCY. This is Jollibee Food Corp , which has these great ambitions to jump from #17 to the top 5 in global QSR companies . They have a goal to get to 500 USA locations with their flagship brand mostly through franchisees, and they have stricter franchise requirements than their domestic peers like McDonald's. Balance sheet looks good to me but you have 3rd world core market risk. It's not priced for the growth it is aiming for.
Kohl's is still undervalued but not anything like it was a few months ago. I happen to think Kohl's is in the middle of a successful turnaround but the value play, getting to FMV or slightly above, makes it more of a 2X.
A few others I already own but don't intend to buy more of right now are BF.B, CLX and HSY.
I want more tech but haven't bought any since GOOGL was in the $150-200 window.

Undervalued? CMG is obviously a good play to me.
If you're feeling speculative I'm still getting a feel for JBFCF/JBFCY. This is Jollibee Food Corp , which has these great ambitions to jump from #17 to the top 5 in global QSR companies . They have a goal to get to 500 USA locations with their flagship brand mostly through franchisees, and they have stricter franchise requirements than their domestic peers like McDonald's. Balance sheet looks good to me but you have 3rd world core market risk. It's not priced for the growth it is aiming for.
Kohl's is still undervalued but not anything like it was a few months ago. I happen to think Kohl's is in the middle of a successful turnaround but the value play, getting to FMV or slightly above, makes it more of a 2X.
A few others I already own but don't intend to buy more of right now are BF.B, CLX and HSY.
I want more tech but haven't bought any since GOOGL was in the $150-200 window.