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

To: Grantcw who wrote (37132)3/29/2010 12:35:11 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78602
 
You can find some cheap valuations, but most of those companies have issues...

Any examples? Just wondering if I have looked at them.

Ah, another example from my side. BSIC. Cheap. Profitable. On the con side: OB stock, management is diluting and paying themselves while buying back shares, poison pill resolutions were crammed through at the annual meeting, not very big or interesting holdings. I hold a position, but haven't bought more.



To: Grantcw who wrote (37132)3/29/2010 12:41:22 AM
From: Spekulatius  Read Replies (2) | Respond to of 78602
 
Oil plays - I own some MRO (bought recently) and think it's a decent value - based on metrics like reserve growth, low price/book, oil sand exposure and earnings prospects.

Amongst the supermajors, CVX and TOT are worth a look. CVS (according to some analysts) has a good pipeline of projects that ma keep production growing at above average rates (relative to the competition) for years to come.


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