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Wed Feb 27th 06:09 AM | Rating: 0 0
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Stocks That Ben Graham Would Like Here

I bought KELYA and ARCC recently and i have had ASH for a while, glad to see them in a list of presumed "Graham picks", which confirms somehow my own due diligence on them. I sold ASH because i think the company has serious issues in management strategies but i could reconsider a buy at present levels as this, like many of the companies of the list, had been way too beaten down. I agree on the fact that face accounting numbers are only one side of the coin, and many of those companies are down for a reason, beside overall market direction. Still, i think there is value that is neglected when the market overreact and i wait to see if this could be again an example.
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