Word: takeda
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Dates: during 2000-2009
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Cundill, who runs Ivy Cundill Global Value Fund, is hooked on Nintendo. The maker of Game Boy, says Cundill, has a "pristine balance sheet." among lesser-known stocks is Takeda Chemical, a pharmaceutical maker that "allocates capital intelligently," says David Herro, manager of Oakmark International Fund. Tweedy, Browne's Shrager likes Eisai Co., another drug company, which he reckons is trading 30% to 40% cheaper than the shares of leading U.S. drugmakers...