Based on the aggregated intelligence of 145,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, diversified holdings company PICO Holdings
With that in mind, let's take a closer look at PICO's business and see what CAPS investors are saying about the stock right now.
PICO facts
|
Headquarters (Founded) |
La Jolla, Calif. (1981) |
|
Market Cap |
$709.3 million |
|
Industry |
Multi-sector holdings |
|
Trailing-12-Month Revenue |
($8.24 million) |
|
Management |
CEO John Hart (since 1996) |
|
Business Segments |
Water resource and storage, real estate, runoff insurance, corporate |
|
Compound Annual Tangible Book Value Growth (Over Past 5 Years) |
36.8% |
|
Cash/Debt |
$160.6 million / $38.7 million |
|
Other Highly Rated Holding Companies |
Berkshire Hathaway |
|
CAPS Members Bullish on PICO Also Bullish on |
Johnson & Johnson |
|
CAPS Members Bearish on PICO Also Bearish on |
Bank of America |
Sources: Capital IQ (a division of Standard & Poor's) and Motley Fool CAPS.
On CAPS, 95% of the 306 members who have rated PICO believe the stock will outperform the S&P 500 going forward. These bulls include elrap and WhiskeyGirl.
Just last month, elrap tapped the stock as a cheap way to quench your thirst:
water is underrated. water shares are undervalued. It's only a matter of time before water is properly valued.
In an earlier pitch, WhiskeyGirl expands on PICO as a perfect pick for liquid portfolios:
Water. In [Nevada] and [Arizona], where its most prized. Additionally they've been trying to make inroads into [California]. I also appreciate the security and diversification that their insurance businesses bring to the stock.
The focus on increasing book value per share appeals to me and is backed up by their linking of it to exec compensation. I've read some of the other Fools and the articles drawing a comparison to early Buffett style management. Sometimes, its nice to hope that maybe, just maybe, that comparison will win out over the long term.
What do you think about PICO, or any other stock for that matter? If you want to retire rich, you need to put together the best portfolio you can. Owning exceptional stocks is a surefire way to secure your financial future, and on Motley Fool CAPS, thousands of investors are working every day to find them. CAPS is 100% free, so get started!
