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


To: Mario :-) who wrote (59902)10/9/2017 7:14:21 PM
From: E_K_S  Read Replies (1) | Respond to of 78746
 
There is no right or wrong answer but rather where one thinks the hidden value lies. Remember, the best analysts in the world are scanning the universe of stocks (many times they neglect the small caps and even some mid caps), so your observations may/could be as good (or better) than the 'experts'.

I find I learn more from the comments on my ideas (especially when Paul Senior shows interest). Also, there are times where I may see value and someone points out red flags like huge pension liabilities.

BV contains the cost of the real estate not market value so if your candidate value pick has some company owned real estate that was acquired 20 years ago, there just might be a hidden value gem w/i that company.

The other trick I use is to see what the hedge funds and so called value experts are buying.

Definition of SEC Form 3, 4, 5The SEC requires all corporate insiders and any owner of 10% or more of a company’s stocks to be registered and file Forms 3, 4 and 5. There are sites that automatically track insider trades such as Inside Monitor but the best way, as always, is to get the information directly from the source, i.e. the SEC website.

Insider SEC Form 4 can be found on the NASDAQ Web Site That site also has a Guru Analysis section where they provide some common value screens.

I also check gurufocus.com to see what the insiders are buying and that has provided some good leads.

Good value stock hunting.

EKS