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Strategies & Market Trends : Value Investing

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To: Lazarus who wrote (60942)6/28/2018 10:29:19 PM
From: Paul Senior  Read Replies (3) of 78813
 
Yes, there are many stocks that have been mentioned here this year that fit his model.

Lazarus, you have many followers and admirers here (and I'm one). It's difficult for me to keep focus on a Ben Graham investing approach though, when people here don't know anything about the man, and maybe implying they haven't even read his "Intelligent Investing" book.

To your question, going through a couple of Graham stock screens, I found these stocks currently mentioned which have been posted here too (during 2018).

UTHR
BBBY (one of your picks)
NPSANY
NGG

There are more than these few. Some show up right now in Graham screens, and were mentioned here last year but haven't been talked about here in 2018. Some Graham-type stocks talked about here this year have risen and aren't Graham values anymore. EKS gives his Graham number for many stocks he is investigating as undervalued.

We who've been here a long time know very well we can't agree on what a "value" stock is. So when someone comes on the thread to say they are buying, or readers should look at a particular stock, because of sum of parts, dcf, intrinsic value, low p/e, insider buying, alignment of the stars, their wife never misses on her picks, my cousin works at the company, I always buy their products, etc. etc. -- they get an implied "well, ok, some of us will look at it". However, when people come here and say this stock should be looked at because of value and technicals, especially technicals, or only technicals, or because we should look at everything that's available to us (ie. technical analysis), then this thread is no different than any other general value thread. Which ultimately, I believe, misses the purpose of having Graham as a sort of guide to a particular way of investing.
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