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Strategies & Market Trends : Value Investing
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To: armi who wrote (43257)7/10/2011 3:35:43 PM
From: Jurgis Bekepuris  Read Replies (1) of 78652
 
Not really.

Depends on what you mean by "Graham mold", but 100% real Graham net-nets are very rare and Graham probably would not have liked even the ones that occur like GRVY. If you mean kinda-somewhat-Graham-since-he-mentioned-various-different-metrics-in-various-places, then maybe.

E.g. if you take Chapter 5 from "Intelligent investor" and use the following criteria:

1. Diversification: 10-30 stocks
2. Each company selected should be large, prominent, and conservatively financed.
3. Each company should have a long record of continuous dividend payment. (since 1950 :P)
4. Price limit at 25 times 7 year average earnings, 20 times last year's earnings.

then there's tons of stocks that fall into this "mold". Including KO, PEP, JNJ, and so on. I'm not sure Burry was buying based on this either. ;)

So you have to define what you mean by Graham mold. ;)
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