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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (46137)1/8/2012 10:36:26 PM
From: Spekulatius  Read Replies (1) of 78714
 
I think you are better off using just the PE instead of the graham number. It does not make much sense to use the stated book number at all, since it is "path dependent". I get interested in tangible book (supposedly the liquidation value) if P/B is ~1 or less, but i don't care if it's 1.5 or 2 or 10.

This graham number does not make any provisions for growth potential or leverage either. I think this Graham number is of very limited usefulness from my point of view.
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