They make musical instruments, gaining market share and coming out with a slew of new products. They have a great presence in China. Has no debt and a lot of cash. They've been buying back shares and raising their dividend agressively. Earnings and revenues are up. Price target: Yen 5957.14 (Analysts’ price target is $5957.14)
(A Top Pick Jun 26/19, Up 4%) This is the music business, not the motorbikes. It has held up very well. He expects earnings to rebound a lot in 2021. A core holding. It's very undervalued. Japan as a whole has bounced back and is bifurcated like other markets.
Great maker of piano, keyboards and A/V equipment. No debt. A third of the price is their holding in Yamaha motors. A third is cash. Global business that is incredibly cheap.