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The Forgotten Forty
The Forgotten Forty has outperformed the S&P 500 by approximately 214 bps over the past 15 years, 216 bps over the past 10 years and 185 bps over the past 5 years.*
Every December, for over two decades, Boyar Research publishes The Forgotten Forty, which features one page reports on the forty companies that we believe have the greatest potential to outperform the leading indices in the year ahead due to a catalyst that we see on the horizon. All companies featured in The Forgotten Forty have been previously analyzed in full length research reports in our flagship subscription research publication Asset Analysis Focus.
Potential Catalyst Could Include:
- The potential initiation of either a dividend or meaningful stock repurchase program reflecting a company’s strong balance sheet with excess cash or meaningful financial capacity (e.g. low leverage levels).
- The potential for a company to announce/pursue a separation or spin off, which we believe makes economic sense and would help surface shareholder value.
- Management changes, acquisitions, macro themes (e.g. demographics, housing recovery, etc.) and prospects for improved operating performance due to business investments or changing industry/competitive dynamics.
About The Forgotten Forty Report:
- 40 one-page snapshots detailing our investment theses and valuation for each company profiled.
- All companies featured in The Forgotten Forty have been previously analyzed in full length research reports in our flagship subscription research publication Asset Analysis Focus.
* Past performance is no guarantee of future results. These results are unaudited. All results as of December 14, 2017