Daniel Agramonte

Stocks That Ben Graham Would Like Here

Good article; similar to one I published recently (albeit with criteria somewhat modified for microcaps). I've looked at many of these before. One stock on the list is very interesting: Temple-Inland. Suffice it to say they've done a lot of good stuff recently (I dealt with them professionally for several years), but they have the same problem as most of the others in the forest products group: too much debt (a paper machine costs about $900 million).

By the way, I've always loved the irony about dividends: a sign of overall health, but Brk.A and Brk.B have never paid one (go figure). All in all a good read.