Extraordinary Returns from Extraordinary Earnings No Magic Bullet to Finding Ideas

Become More Contrarian with Your Views

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In such a value-focused world, we need to be all the more contrarian in our views. It also requires additional research focus on unique, future-potential situations that might traditionally have been called growth ideas. This is just a practical response. As defined in classical Graham and Dodd terms, a bargain-basement stock has a market capitalization lower than its net working capitalcurrent assets minus current liabilities. The approximate number of companies selling at a discount to net working capital today is zero.
Source: http://www.valueinvestorinsight.com/
Tags: value, views, focus