Value Investing News

Ben Graham, the father of Value Investing and teacher of Warren Buffett, was also a successful investor in 20th century. The four bread and butter strategies, employed by his firm, the Graham-Newman corporation between 1926 and 1956 included arbitrages, related hedges, liquidations and Net-Current-Asset or Bargain issues.

A list of current profitable net/nets that have "real" operating businesses.

In summary, cheap stock's grade point average is still a D, with 3 C's, 4 D's, 1 F, and 12 incompletes (NC), about the same as last time.

Bob Tattersall, of Howson Tattersall Investment Counsel, runs Benjamin Graham's net current asset value screen. The result is a rather short list. The article points out a few things to watch out for before investing in stocks that are selling for less than their net current asset value.

Cheap Stocks lists the top ten net/nets and the top ten double net/nets companies trading at less than twice NCAV.

Value Blogger responds to an email from a reader who asks, "What’s the point of studying the fundamentals. I know things can be cheap and all but really how can you outsmart a team of analysts?" . This article explains how. The post is an overview of the different methods of digging up bargains – valuing a company based on future cash flows, asset values, etc. It's a solid post on an important (and fundamental) topic.