- As a consequence of the COVID-19 vaccine read-outs, our anticipated sector rotation to value stocks started in November.
- However, investors need to be aware that many turnaround stocks are dead cat bounces. In this article, we provide three factors which distinguish the winning turnaround stocks from them.
- I believe the crown jewels of value stocks today can be found in the HR & Employment Services sector, which might still double over the coming years.
- Our favourite pick in the sector is BG Staffing at a P/E of 10x, which has 83% upside in the mid term but could multiply several times in the longer term. I will explain why.
For further details see:
HR And Employment Services: An Undiscovered, Low Risk Turnaround Sector Which Still Has Huge Upside