Welcome SimonK.
I try to review each alleged value stock mentioned on this thread to see if they might fit my criteria and be a buy for me.
With my usual quick scan, my opinions are:
UPL. Have to pass for now. I can't determine if it's a value (for me) unless I look closer at its land holdings, oil production vs. gas and ngls, nav. No time now.
DDAIF. Looks like a value buy, and perhaps could be a better pick than my choice of Volkswagen (VLKAY). Though maybe not as good as BMW, mentioned here a few posts ago. I don't have enough information or conviction about Mercedes though to alter my holding of VLKAY, and given that I already own several auto manufacturers (GM, F), that's enough for me right now.
TOT. Several of us on this thread have reported that we are buyers/holders of the stock. I'm in, and consider TOT to be undervalued and a buy at its current price.
NIKE. Seems relatively (to its history) undervalued. Paying 15x forward p/e though for a shoe/clothing manufacturer still seems too expensive too me. OTOH, it is Nike with its excellent history of profitability and its brand name and apparent dominance in footwear technology and footwear sales (riots occurring for its latest fashions). For me, I'll pass on this one at its current price.
For some stocks, the question imo has to be asked "How long would you be in these stocks?" I suspect a couple years or 3-5 year holding for NIKE would eventually put the price up higher than it is now. Maybe decently higher. Perhaps higher for Mercedes a couple of years out also. If the stock were held that long, then I'd say the stocks could be buys at current prices although they may be expensive. (Expensive in my view).
Good luck with your choices! |