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Strategies & Market Trends : Value Investing
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To: Julius Wong who wrote (62237)7/26/2019 7:34:20 PM
From: Spekulatius  Read Replies (2) of 78762
 
Value Stocks Haven't Traded This Low Since the Dot-Com Bubble
Note that this valuation is relative. I also think that most value indexes screw towards P/B which is a questionable metric and becomes more questionable as time passes.

I recently added to my GOOG position, as it hit almost the $1000 threshold again and made it one of my largest positions together with CMCSA and BRK.B. The Logic was quite simple, a stock with a~ 20x PE growing about 20% with net cash and dominating the market is just too cheap in this market.

Another one where I decided to pay up a bit more is microcap LAACZ, which I bought back around 2012. That’s a Real Estate partnership that found to be quite well managed over the years. I bought some shares at more than twice the price that I paid back then and feel, I got a decent value.
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