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Thursday, January 9, 2014

Dinakar Singh of TPG-Axon on CNBC

Dinakar Singh was on CNBC talking about his opinion on the markets.  He thinks Japan is now looking rich.  He thinks in the US people hate department stores and JCP and SHLD are the bad stores but Macy's and Dillard's are trading lower than they should given their retailing power.  Trades at 11x vs. 18x-20x versus most retailers.  He thinks Macy's will buy back lots of stock and could see it up 40% over the next year.

He thinks Hospitals are the biggest winner from Obama Care.


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