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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (35527)	10/1/2009 10:06:06 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78752

Yes, I understand that EV/NPV is the logical metric. Perhaps both academically sound and also used by pro analysts. I find though it doesn't work for me. I can't screen for it. Doesn't work all the time, either. (Well of course nothing does.) Lot of buys & some holds by Wolff all the while while oil/gas stocks were crashing. I don't recall any McDep sell recommendations at oil peak. (I could be wrong about none.) Oil/gas stocks with the criteria I mentioned that I am looking for are pretty rare from what I am finding. Doesn't mean they're values if found, but I'd still like to see more such companies to review further.