4 Crazy-Cheap Companies Trading Near Book Value

Feb. 14, 2022 12:55 PM ET, , , , , , 3 Comments
Bashar Issa
6.28K Followers

Summary

  • Value investing has historically yielded above average returns to shareholders.
  • The rotational shift from growth to value makes this a good time to invest in value companies.
  • The list below includes companies profiting from inflation, rising interest rates, robust real estate activity, and supply chain woes.

Sale signs, newspaper and flyers clippings - XVIII

AlpamayoPhoto/E+ via Getty Images

Investment Thesis

The companies below are trading near their book value and at discounted levels compared to their peers' average PE ratio. All are posting extraordinary growth fueled by either company-specific dynamics or industry trends.

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This article was written by

6.28K Followers
Bashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of SBSW, ZIM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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