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  • 3 Dividend Stocks Reporting Earnings This Week Undervalued By The Graham Number [View article]
    To become eligible for a Graham-Number analysis, a stock must first have uninterrupted earnings for the last 10 years, uninterrupted dividends for the last 20 years, and meet 4 other defensive criteria prescribed by Benjamin Graham.

    Community Trust Bancorp Inc fails ALL defensive criteria other than earnings stability.
    Fulton Financial Corp fails ALL defensive criteria other than sales and dividend record.

    To learn more about how to do a more complete Graham analysis, see "How To Build A Complete Benjamin Graham Portfolio" - http://seekingalpha.co...

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    Serenity Stocks
    Jan 15 10:02 AM | Likes Like |Link to Comment
  • 6 Oil And Gas Stocks Undervalued Compared To The Graham Number [View article]
    To become eligible for a Graham-Number analysis, a stock must first have uninterrupted earnings for the last 10 years, uninterrupted dividends for the last 20 years, and meet 4 other defensive criteria prescribed by Benjamin Graham.

    Delek US Holdings fails ALL defensive criteria other than sales.
    Marathon Petroleum Corp fails ALL defensive criteria other than sales and debt.
    Marathon Oil Corp fails the liabilities and debt defensive criteria.
    Tesoro Corp fails ALL defensive criteria other than sales and earnings growth.
    C&J Energy Services Inc fails ALL defensive criteria other than sales and liabilities.
    Gulfmark Offshore Inc fails ALL defensive criteria other than liabilities.

    To learn how do a more comprehensive Graham analysis, see "How To Build A Complete Benjamin Graham Portfolio" - http://seekingalpha.co...

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    Serenity Stocks
    Jan 13 12:47 PM | Likes Like |Link to Comment
  • 5 Defensive Benjamin Graham-Type Dividend Stocks [View article]
    Benjamin Graham recommended 3 different grades of stocks for investment, and 16 criteria for finding them.

    With respect to Graham's defensive grade criteria:

    Freeport McMoRan Copper & Gold fails the earnings stability and dividend record criteria.
    Chevron Corp fails the liabilities criteria.
    Guess Inc fails the earnings stability and earnings growth criteria.
    Occidental Petroleum fails the liabilities and debt criteria.

    (These stocks do not meet Graham's Enterprising or NCAV grade criteria either)

    For a comprehensive Benjamin Graham investment approach, see "How To Build A Complete Benjamin Graham Portfolio":
    http://seekingalpha.co...

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    Serenity Stocks
    Jan 9 08:30 AM | 4 Likes Like |Link to Comment
  • 9 Oil And Gas Drilling Stocks Undervalued Compared To The Graham Number [View article]
    Very nicely said about dividends, Delmar33!

    Without dividends, one would be at the mercy of market corrections to see any ROI.

    Graham provided the following definition - "An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative."

    Without dividends, there cannot be a "promise" of adequate return.
    (Except for buying NCAV stocks, in which case one straightaway receives more cash equivalents than one pays)

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    Serenity Stocks
    Jan 6 05:36 AM | Likes Like |Link to Comment
  • 7 Outperforming Dividend Stocks Undervalued By The Graham Number [View article]
    Serenity's Graham-Number-Screener lists a 1000 NYSE and NASDAQ stocks undervalued by the Graham Number.

    But to use the Graham Number, a stock must first have uninterrupted earnings for the last 10 years, uninterrupted dividends for the last 20 years, and meet 4 other Defensive criteria.

    AFLAC Inc fails the liabilities and debt criteria.
    Marathon Petroleum Corp fails ALL criteria other than sales and debt.
    Lexmark International Inc fails the liabilities, dividend record and earnings growth criteria.
    Kronos Worldwide fails the earnings stability, dividend record and earnings growth criteria.
    Huntsman Corp fails ALL criteria other than sales and liabilities.
    Dell Inc fails ALL criteria other than sales and earnings stability.
    Commercial Metals Co fails the earnings stability and earnings growth criteria.

    For comprehensive Benjamin Graham investment, see "How To Build A Complete Benjamin Graham Portfolio":
    http://seekingalpha.co...

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    Serenity Stocks
    Jan 5 07:58 PM | Likes Like |Link to Comment
  • 5 Large Caps Undervalued By Earnings Growth And The Graham Number [View article]
    To use the Graham Number, a stock must first have uninterrupted earnings for the last 10 years, uninterrupted dividends for the last 20 years, and meet 4 other Defensive criteria.

    Aetna Inc fails the liabilities and debt criteria.
    AFLAC Inc also fails the liabilities and debt criteria.
    Marathon Petroleum Corp fails ALL criteria other than sales and debt.
    National Oilwell Varco Inc fails the dividend criteria.

    See "How To Build A Complete Benjamin Graham Portfolio":
    http://seekingalpha.co...

    Or go to Serenity's Graham-Number-Screener to see a 1000 NYSE and NASDAQ stocks undervalued by the Graham Number today.
    http://bit.ly/RryASs

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    Serenity Stocks
    Jan 4 01:48 PM | Likes Like |Link to Comment
  • 9 Oil And Gas Drilling Stocks Undervalued Compared To The Graham Number [View article]
    Always a pleasure!

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    Serenity Stocks
    Jan 3 10:29 AM | Likes Like |Link to Comment
  • 4 Quick Picks For The Benjamin Graham Defensive Investor [View article]
    HFC has a very low P/E that compensates for the higher P/B, jmorgan102.

    Graham said:

    "6. Current price should not be more than 15 times average earnings.
    7. Current price should not be more than 1-1⁄2 times the book value.
    As a rule of thumb, we suggest that the product of the multiplier times the ratio of price to book value should not exceed 22.5."

    (Which is how the Graham Number is derived)

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    Serenity Stocks
    Jan 2 02:51 PM | Likes Like |Link to Comment
  • 9 Oil And Gas Drilling Stocks Undervalued Compared To The Graham Number [View article]
    Hello Jan H. Lessner,

    It probably wasn't anything you did wrong. Both APA and HES do sell under their Graham Numbers. But the Graham Number was never intended to be used in isolation, and these two stocks don't meet the other supporting Defensive criteria.

    Apache Corp fails the liabilities, debt and earnings stability criteria; and so does Hess Corp.

    Here're the full Graham evaluations for both stocks:
    http://bit.ly/UkbitR
    http://bit.ly/TwiJkl

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    Serenity Stocks
    Jan 2 08:14 AM | Likes Like |Link to Comment
  • This Benjamin Graham Rule Encourages More Disciplined Investing [View article]
    From Chapter 14 of The Intelligent Investor - Stock Selection for the Defensive Investor:
    "6. Current price should not be more than 15 times average earnings."

    From Chapter 15 of The Intelligent Investor - Stock Selection for the Enterprising Investor:
    "issues selling at P/E multipliers under 10"
    Jan 2 03:51 AM | 3 Likes Like |Link to Comment
  • 4 Quick Picks For The Benjamin Graham Defensive Investor [View article]
    No apologies necessary, Clinton Holmes!
    Thank you for understanding and adding the reference.

    Please feel free to use Serenity's screeners for your research and articles. A credit/reference to Serenity is always appreciated.

    You can contact Support anytime if you have any doubts on how Serenity works.
    http://bit.ly/11n0Uq4

    Thanks again!

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    Serenity Stocks
    Jan 1 11:47 PM | Likes Like |Link to Comment
  • How To Build A Complete Benjamin Graham Portfolio [View article]
    Thank you, SkipK!

    Note that the list of approved stocks changes with time, because of changes in stock prices and financials.

    Please use Serenity's free screener to find the latest list of approved Graham stocks.
    http://bit.ly/QYCMaj

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    Serenity Stocks
    Jan 1 11:33 PM | Likes Like |Link to Comment
  • 9 Oil And Gas Drilling Stocks Undervalued Compared To The Graham Number [View article]
    Thank you, Ray!

    TGT is very much in the database.
    http://bit.ly/VXUTKW

    The Graham Price for a stock is the maximum price recommended by Graham for that stock. This price works out to the Graham Number for Defensive grade stocks, the Enterprising Price for Enterprising grade stocks, and the NCAV value for NCAV grade stocks. A lot of stocks do sell under their maximum Graham price for their Graham grade.

    For more details see "How To Build A Complete Benjamin Graham Portfolio":
    http://seekingalpha.co...

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    Serenity Stocks
    Jan 1 01:10 PM | Likes Like |Link to Comment
  • 4 Quick Picks For The Benjamin Graham Defensive Investor [View article]
    This article looks very similar to:

    "A Unique List Of Fully Defensive Graham Stocks"
    http://seekingalpha.co...

    Was the latest list of Defensive stocks taken from Serenity's screener?
    If so, kindly credit Serenity for the same.
    Thank you!

    For the full Graham investment strategy, see:

    "How To Build A Complete Benjamin Graham Portfolio"
    http://seekingalpha.co...

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    Serenity Stocks
    Jan 1 09:37 AM | 3 Likes Like |Link to Comment
  • How To Build A Complete Benjamin Graham Portfolio [View article]
    Hello keylay31,

    The recommendation for a stock could change for the simple reason that its market price on that day exceeds Graham's maximum recommended price.
    Or it could be the result of a complete change in the stock's financials, such as a missing dividend or net losses reported for that fiscal year.

    The annual refresh does a completely new Graham analysis for all 4000 stocks for the current year.
    The delta refresh recalculates each stock's analysis using the latest stock prices and any other updated financial data since the last annual refresh. The exact fields that change during a delta differ from day to day and from stock to stock. It could be just the price or the entire (very rare) balance sheet, EPS and dividend data.

    Hope this answers your question.

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    Serenity Stocks
    Dec 31 11:04 AM | Likes Like |Link to Comment
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