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Onex (OTCPK:ONEXF) is an asset manager focused on the fast growing private equity and debt markets located in Canada. Onex has a large portion of capital invested in its own private equity funds which has produced great returns and is being undervalued by the market. Onex’s asset management business is still in its infancy and Onex is projecting high growth over the next 5 years which should begin to create fee-related earnings for Onex. Execution for Onex will reap large rewards for shareholders at these levels.

Village Super Market (NASDAQ:VLGEA) is a small-cap grocery store located in New Jersey, New York, Pennsylvania, and Maryland. Village operates 37 grocery stores under three different brands including Shoprite, Fairway, and Gourmet Garage. Village is a member of Wakefern which is the largest food cooperative in the United States. Wakefern is Village’s largest supplier and Village is one of Wakeferns largest shareholders. Village Super Market is trading at one of the lowest price to sales ratios or P/S Ratio in the grocery sector and the lowest P/S ratio Village has traded for in the past decade. This low valuation is most likely caused by the trend in Village’s profitability. For Village, I see a number of catalysts that could reverse this trend and lead to a far higher stock price more comparable to their peers.

Singapore O&G(SINP) is a Gynecology/Pediatric/Cancer/Dermatology/ and Baby delivery company located in Singapore. The company had a high single digit share in deliveries in Singapore. I can also assume that most of their other services are probably under a high single digit share in Singapore. 

The legalization of marijuana is one of the biggest growth stories in our lifetime. MariMed (OTCQX:MRMD) represents a great play in this ongoing saga. The company is an under-the-radar marijuana dispensary operating in Illinois and Massachusetts. It stands out on a valuation and operating efficiency basis with one of the lowest price to sales ratios and highest asset turnover ratios in the space. MariMed is also one of the few MSOs that is profitable with positive net income and free cash flow. The company is still small with only 5 dispensaries; this gives it an even bigger growth profile than any of the larger MSOs like Trulieve (OTCQX:TCNNF) and Curaleaf (OTCPK:CURLF) which are currently growing at 100% YoY. Whether the company is acquired or continues to execute with great efficiency, I think MariMed is an attractive investment.

Sega’s video game business is being overshadowed by declining business segments, but underneath we have a growing profitable business. This overshadowment is creating one of the cheapest video game plays out there trading at an adjusted 8-12 PE ratio. Sega has a huge cash pile with great IP and good growth potential due to development of a new big game, acquisitions and utilization of existing IP.