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Strategies & Market Trends : Value Investing
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To: Elroy who wrote (64996)9/29/2020 10:20:11 PM
From: Paul Senior  Read Replies (1) of 78774
 
"I think great value stock stories are (for example) where a company has lots of properties on its book at cost, but the properties have appreciated tremendously in value, and the shares don't reflect the actual value of the owned property."

Ok, but in my experience that that's such a rare case that it doesn't serve to be a typical example of a value stock.
That is, how often does the small, outside investor have access to actual cost values of the properties that the particular company owns or their current value? For me, I've only come across that when some analyst has made the determination and I just go along with his analysis, but not really knowing. And because I don't myself really know, I dont commit a lot of $ to the investment.

I'm generally sticking with the "standard" definitions for value stocks for companies I'm looking at that have earnings and history. For tech, that's often not possible. I use operating cash flow to market value there, sometimes.
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