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

To: scipio_caelestis who wrote (61268)	9/4/2018 2:35:36 PM
From: bruwin	Read Replies (1) \| Respond to of 78776

What do you believe Intrinsic Value is ? How do you personally define Intrinsic Value ?

To: scipio_caelestis who wrote (61268)	9/4/2018 5:17:56 PM
From: William Cloutier	Respond to of 78776

Concerning the calculations of the Bond Equity ratio, I think that for now it is not unreasonable to regard it as a very useful tool to quickly spot potential undervalued stocks, at least until I have read Clark's book. I recommend you to use a very big margin of safety first. Something like 75 % of the "Bond Value" or use the AAA corporate yield + an adjustment number like 2 or 3 %. Personally, I would feel confident using 4-5 % only if the company have a durable comp. adv.. I don't think I can spot them however. My problem isn't with the competitive advantage but with its durability and, for now, I'm not restricted by tax reasons like Buffett is/was. So I don't need to keep shares for 30 years in the name of compounding interest. Hope you understand my english :) Good investing WIll