I. Conservative Recommendation
Markel Corporation (MKL)
Trading at less than 4% of Berkshire Hathaway’s (BRK-B) market cap, Markel Corporation, a holding in Smart Money Masters, is referred to as a “mini-Berkshire” for its similarity to Warren Buffett’s investment vehicle.
Like Berkshire, Markel focuses on growing its book value per share as a diversified financial holding company based on the core competency of its specialty insurance segment. Its investment portfolio is led by world-class investor and Markel co-CEO Tom Gayner.
Even with shares hitting a new all-time high in the wake of its recent earnings announcement, Markel still trades at only 1.7 times book value.
MKL also currently scores 100% on all short-term technical indicators I follow.
II. Aggressive Recommendation
Universal Display (OLED)
Based near Princeton University in New Jersey, Universal Display Corporation (OLED) has been on a tear. The company is profiting from smartphone makers like Samsung and Apple (AAPL) shifting from traditional liquid crystal displays to OLED screens. OLED displays are superior to LCD screens in color reproduction, refresh rate and power consumption. It is currently a holding in Momentum Trader Alert.
OLED broke out to the upside Nov. 1, and has remained on a sharp uptrend ever since. It is already up 6% since my initial recommendation on Nov. 13.
