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Strategies & Market Trends : Value Investing
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To: Elroy who wrote (64993)9/29/2020 7:10:44 PM
From: E_K_S  Read Replies (2) of 78770
 
The key on assets and selling at/close to BV is how important are those assets to (1) the owner and (2) a potential acquirer?

I still think UNFI assets are worth a lot to Amazon & Whole Foods. Other companies I own like GV or GVA what's a 2-5 year old tractor and/or lift worth and if you sell at an auction what will those assets net in a sale?

So, BV must also be looked at in the entirety of the working operation too (less any Goodwill). That's why I use PE as my main metric of Value. Anything less than 10 is awesome especially when interest rates are at historical lows.

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The BofA analyst must have some other metrics they use for value. I see I own a few companies on that list and have some I sold. Will need to drill down on his list to see if something pops out.



EKS
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