The Benjamin Graham Mutual Fund
The title is a little tongue-in-cheek, but what if you could put together your own Mutual Fund populated with Ben Graham “Bargain Issues”. If Graham himself managed a mutual fund, this might be exactly...
View ArticleStock Tools – Intrinsic Value
The word intrinsic comes from the latin intrinsecus meaning “inward”. In modern parlance, intrinsic means “belonging to a thing by its very nature”. The intrinsic value of a stock will thus be very...
View ArticleJust How Important Is Brand Equity?
Brand Equity is an intangible asset, but possibly one of the most important ones in value investing. Companies with strong brand equity, usually those that have been building brand equity for years via...
View ArticleSlight Changes to NCAV Screens
Since quite a few people requested it, and there were many questions such as “Why isn’t XXX showing up on the NCAV screen?” I have decided to remove the criterion of positive Operating Cash Flow. This...
View ArticleMore Stock Screen Updates
It’s been a while since I posted anything here but I’m a firm believer in not posting for posting’s sake. If you haven’t got something important to say…don’t say anything! Anyway, we’re rolling out...
View ArticleEliminating the Chinese Reverse Mergers
Several people have asked me about the proliferation of Chinese Reverse Mergers (or Reverse Takeovers) appearing on the NCAV screens. For those not in the know, these are Chinese companies that have...
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