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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (55483)	6/16/2015 1:36:02 PM
From: E_K_S	Read Replies (3) of 78672

I agree. My first back of the envelope valuation was what you came up with, around $34.00/share. In fact, many of the large cap companies are equivalently over valued. Maybe these hedge funds have money they must invest so create a metric that justifies their position. FWIW, MDU getting back to my value Buy zone but my $18.68/share buy point still only will get me a dividend yield around 4%. I typically want at least 5% for a utility. One of the key attributes to a good value investor is to be patient and stick to those valuation metrics that have been used for decades (over several business cycles). We both have been doing this long enough to know when a stock is at/near it's fair value. It's the other company attributes that are difficult to gauge (company specific problems, bad management, disruptive technology, sector cycle, etc). I will pass on PG too. EKS

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