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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (52786)	11/13/2013 9:28:55 AM
From: MCsweet	Read Replies (1) of 78483

I don't claim they have an economic moat, and I was surprised myself that their performance continues to improve. I have found that some of the best appreciating value stocks are ones that have had a big run up, but continue to be cheap on value metrics. You get sort of a value plus growth momentum effect. That being said, one bad earnings in a cyclical business could lead to big drop. CNRD publishes backlog. I believe that by tracking backlog you can avoid some pitfalls. You hold on as long as backlog keeps improving, as backlog foretells revenues for future quarters. Of course, there still is risk -- backlog is not always reliable. It can disappear if a large customer cancels a contract. MC

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