Nam Tai Electronics Inc. (NTE)
Loading...
Symbols:
NTE Forum Topics
- All Comments on NTE
- General Discussion on NTE
- 19 Stocks Going Ex-Dividend for the Next Three Weeks [view article]
- 25 Stocks Benjamin Graham Would Like [view article]
- 35 Stocks That Ben Graham Would Like Here [view article]
- Stocks That Ben Graham Would Like Here [view article]
- In a Selloff, Shrink Positions or Position Size? [view article]
loading ...Recent NTE Articles
- Nam Tai Investment Brief
- 19 Stocks Going Ex-Dividend for the Next Three Weeks
- 25 Stocks Benjamin Graham Would Like
- 35 Stocks That Ben Graham Would Like Here
- Is Nam Tai About to Fly?
- With Value Pickings Like These, 2008 Doesn't Look Too Bad
- Stocks That Ben Graham Would Like Here
- In a Selloff, Shrink Positions or Position Size?
- Portfolio Triage, Part 2
- Dealing With Some Personal Underperformance
- Full List of Articles »
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
19 Stocks Going Ex-Dividend for the Next Three Weeks [view article]
Nice list - do note, however, that PEG has erroneously been stated as a % in Line 7 Reply25 Stocks Benjamin Graham Would Like [view article]
i think PLFE will be sold soon as the C.E.O. is geting old and will retire in 2009 ReplySchweitzer
25 Stocks Benjamin Graham Would Like [view article]
Examples: If you look at the list in the article, consider the sources of their capital (hey! look at that of B-H which Buffett regularly explains) and thus at the cost - any wonder at the predominance of insurors, in which the cost of capital consists of supplying the services of spreading risks (actuarially on lives), not taking risks, notably auto insurors are absent (probably due to costs of service provisions?) ? Reply25 Stocks Benjamin Graham Would Like [view article]
Some of these stocks are screening as selling below book value because those assets on the balance sheet have not been written down yet. ReplySchweitzer
25 Stocks Benjamin Graham Would Like [view article]
As a student of Graham, Dodd & Baker (actually mostly Dodd) some 60+ years back now, I note the subsequent omissions of considering "cost of capital" impacts.Under one "theory" that is reflected (in part) indirectly in the P/E ratio, or at least the guess of that cost made by the financial market place is so refelcted.
What about that factor? Reply
25 Stocks Benjamin Graham Would Like [view article]
Your headline grabbed my attention. You win. But I think these are stocks Ben Graham would screen.. or as you suggest ...should be screened.First Marblehead FMD jumps off the page just by the numbers and a stock that I knew from the past Starrett SCX looks like something of interest (it's boring but faithful). I believe many "investors" would jump on an article like this. But I am also confident that Ben Graham would ask, for example, is FMD worth $3.62 today and what are the future prospects when the bargain hunting crowd looks at the 52 week high and says why not $42.50 again (next week)
Thanks for the screening opportunity. I'll take monopoly money and buy 100 shares each this morning and then take the equivalent amount and try my efforts to buy a selection from this list using a Ben Graham approach and make a comparison one year from now. Reply
35 Stocks That Ben Graham Would Like Here [view article]
Espey is a good one. Nice dividend too. See my piece on ESP in Seeeking Alpha - Ed Roche, Freedom Mountain Investments Reply35 Stocks That Ben Graham Would Like Here [view article]
User 164820 - I agree 100% and that's why this isn't a list of buys, rather a list of companies to research further. Perhaps I'll try to add EPS accuracy to the screener.Thanks for the feedback!
Ryan Reply
35 Stocks That Ben Graham Would Like Here [view article]
Graham, Dodd & Cottle + Roger F.Murray would add a quality of management component to these metrics, such as the ability to accurately predict and control EPS. I don't think there was much management forecasting back in their days.A company with good management systems and controls has great value to the investor. The banks failed this BIG TIME. I think their focus on "retail" banking was at the expense of the required focus on due dilligence in their investments. I think many bank managers do not understand the investment side of their business and this had led to a massive corruption of the capital markets. Reply
35 Stocks That Ben Graham Would Like Here [view article]
I would do the same, Metal27. FMD is not a good play right now, unless, of course, you like gambling. Reply35 Stocks That Ben Graham Would Like Here [view article]
I believe FMD no longer pays a dividend. With TERI's bankruptcy and the securitization market frozen, FMD has no operable business plan and no guarantor for the loans. I would stay away from FMD. Reply35 Stocks That Ben Graham Would Like Here [view article]
Many of the stocks are similar. Ben Graham advocated long term holding, so I doubt any meaningful information can be gleaned by comparing the prices. But I will keep doing this each month and it will be possible to track it through some backtracking. Reply35 Stocks That Ben Graham Would Like Here [view article]
It would interesting to know the differences since the last time you ran, or month over month changes (I guess that's mostly due to chagnes in the P). Did it pick similar companies or vastly different? Or ones that were screened and chosen as Ben Graham stokcs in the past and how well they did since. Or do you think short term vol skews this too much? Reply35 Stocks That Ben Graham Would Like Here [view article]
FXTrader -You hit the nail on the head. That's exactly right. The screener simply provides a starting point. In my opinion, anything related to banks/housing/cars/ins... should be discarded immediately due to the issues surrounding credit.
I would look for high cash, low debt companies with a moderate dividend to provide a safety net against losses. I would also be interested in any stocks that have significant global operations, as those are probably more resistant to a poor US economy than most. Reply
35 Stocks That Ben Graham Would Like Here [view article]
hi ryan, perhaps it will make sense to amend grahams criterias by adding a new one that takes into consideration the new environment in corporate finance that did not exist back then. it is stunning to see how many real or perceived "value investors" got creamed by buying into seemingly cheaply valued financial stocks only to discover that either the assets were worth much less, the liabilities way greater or the leverage so high and only short-term financed that the whole valuation assumed earlier proved inaccurate.so far i have no idea how to construct such a criterion. one might exclude banks and investment banks alltogether, of course but then one must also consider excluding some insurance companies that hold billions of yet-to-implode cdo exposure and then where does one stop? in any case it becopmes obvious that running a "graham" screen just provides a starting point that has to be followed by a closer examination of the numbers. for numbers don't lie but they might tell different stories depending how one looks at them Reply