11/11/2008

Bruce Greenwald on Value Investing: Also STMF.PK Stanford Industrial Group

Greenwald advises not getting lured by stocks selling at low P/Es based on peak earning such as steel companies. He suggests looking more closely at assets or an economic moat.

http://biz.yahoo.com/usnews/081107/07_bruce_greenwald_on_value_investing.html?.v=1


Why STMF.PK

This is not a traditional Graham and Dodd value stock with a strong balance sheet. In fact the balance sheet is horrible. But attributes that makes the stock a risky but high return investment would be as follows in my opinion.



I've purchased shares of STMF.PK as part of a highly diversified portfolio. They posted another quarter of spectacular results with double digit growth for the top and bottom line .

http://biz.yahoo.com/prnews/081110/nym029.html?.v=101

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