tag:blogger.com,1999:blog-37872616.post1755938972637099332..comments2024-03-28T18:20:20.744+08:00Comments on BULLy the BEAR: Book review - Benjamin Graham on Value Investing by Janet Lowela papillionhttp://www.blogger.com/profile/01372278083694506953noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-37872616.post-80766883535245923452008-09-08T10:05:00.000+08:002008-09-08T10:05:00.000+08:00Hi mike, Can't follow all of them :) He said that ...Hi mike, <BR/><BR/>Can't follow all of them :) He said that it's very very rare to see a stock with all the 10 listed. Anyway, these are just guidelines, so I'm sure even Ben himself won't be so rigid on them :)la papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-82407045299686964712008-09-08T03:26:00.000+08:002008-09-08T03:26:00.000+08:00lol i thought of following all of Ben criteria on ...lol i thought of following all of Ben criteria on our local market. if you are to do that, non of the stocks fit into the criteria. AFAIK<BR/><BR/>in US they got so many stocks to choose from. so i think its more easier to shortlist some.<BR/><BR/>but i just dont like to own overseas stocks because i feel that i dont have the "home" advantage. i rather go for overseas etf insteadMike Dirnthttps://www.blogger.com/profile/04811948691612939470noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-40273945229739643632008-09-07T02:56:00.000+08:002008-09-07T02:56:00.000+08:00Hi Brendan, Thks for your info :) I kind of think ...Hi Brendan, <BR/><BR/>Thks for your info :) I kind of think that it's a little outdated too, because Ben focuses too much on the tangible assets of business while ignoring the intangible assets parts. While it is true in his times (railroads, which Ben is very familiar with, is an example of heavy tangible assets type of company), it might not be so true in today's franchise type of business that Warren Buffett loves. <BR/><BR/>Nevertheless, the idea of differentiating between price and value and the margin of safety are timeless principles in fundamental analysis. I believe it is true now, and will continue to be true in the future.<BR/><BR/>I think one can't get poor using Ben's method, which is a little too conservative. As for which stocks fit into those, I've no idea :) I thought it might be a good idea to screen future undervalued stocks though :)la papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-84598094835955066692008-09-07T02:51:00.000+08:002008-09-07T02:51:00.000+08:00Hi Kuan Han,Haha, I've no idea if SPC fits into th...Hi Kuan Han,<BR/><BR/>Haha, I've no idea if SPC fits into the criteria, having not studied into the company at all :)la papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-51691936656755912642008-09-06T14:18:00.000+08:002008-09-06T14:18:00.000+08:00When I was working in an equity fund house few yea...When I was working in an equity fund house few years ago, I asked one of the senior fund manager if Ben Graham investment style is still valid in today's world. The senior fund manager replied me that it is outdated.<BR/><BR/>Of course you or me may not agree with him, but just for your information only.<BR/><BR/>So what are the stocks that you think fit into those criterias?Financial Journalisthttps://www.blogger.com/profile/06490416137194206916noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-81445347231597176172008-09-06T13:29:00.000+08:002008-09-06T13:29:00.000+08:00Hmmm,, criteria fitsSPC below $4.50? ;)Hmmm,, criteria fits<BR/><BR/>SPC below $4.50? ;)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-37872616.post-58539590836946831122008-09-05T09:13:00.000+08:002008-09-05T09:13:00.000+08:00K,Not to worry, I got all 3 messages :)K,<BR/><BR/>Not to worry, I got all 3 messages :)la papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-23671778227662262982008-09-05T02:46:00.000+08:002008-09-05T02:46:00.000+08:00lapap : k from huatopedia here.. i responded you b...lapap : k from huatopedia here.. i responded you but somehow the message just got stuck at the outbox...just wont go out..i tried it 3 times...<BR/><BR/>we comms again...soonkennynahhttps://www.blogger.com/profile/00987350416823645779noreply@blogger.com