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Strategies & Market Trends : Value Investing
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To: SimonK who wrote (48593)7/5/2012 4:42:16 PM
From: E_K_S   of 78747
 
Welcome to the SI Value thread SimonK -

From your list of stocks ( goo.gl ), I own TOT that I bought at 10% higher prices. I believe this is an excellent undervalued large integrated oil play. You might want to bookmark the McDep report Web site. They rank TOT as the most undervalued integrated oil company (at least on their latest report). Pg-2- of the report shows TOT with a .53 McDep ratio (47% undervalued on their 1.00 scale). mcdep.com

As far as your other stocks, most are selling with a PE below 10. That for me represents a pretty good value. DDAIF has been discussed a little down thread. At the top of the SI Value thread screen, you can enter a search string to find earlier posts. Here is a recent post by Paul Senior that mentions DDAIF ( goo.gl ).

It helps to add one or more reasons why you like the stock(s) especially from a value perspective. I try to find those value stocks that fit an investment theme. Today, I started a tracking position in TRN. I didn't realize they were the leading producer of propane tanks, tank containers, and tank heads for pressure and non-pressure vessels in North America. As a value candidate stock, it also meets my NG infrastructure theme. goo.gl

Many of the companies post their quarterly presentations on their Web site. That's a good source of information.

Hope to hear about some of your other picks and some reasons why you like them. Maybe they have some yet undiscovered hidden value nuggets in a subsidiary/division which provides a level of safety for the value investor.

EKS
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