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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (33197)1/4/2009 4:59:45 PM
From: anializer  Read Replies (4) of 78611
 
LDR seems to be a stock that has run and sells at a price way above what the future warrants for it, despite growth in earnings.

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In general my watch list of grossly under priced stocks is expanding, with stocks worth shorting contracting.

Some of the stocks below may be worth some DD. I own a few of these and am researching to see if any are worth adding on the long side. My experience has been that a basket of equal dollar amounts in them would yield significant results a year hence. Particularly those selling at a large discount to tangible net asset value that have positive earnings forecasts for 2008 and 2009. I haven't seen so many of these since 2002 lows. Alot depends on the economy in general, the outlook for the particular industry group, management steps to navigate an ugly economy, and just how far this bear market rally can last. Believing the analyst estimates for 2009 could be a losers game, but with heavily discounted stocks already it does remove alot of the downside risk in hanging on.

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