under or fairly valued stocks

Society Business and Career
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As a corollary to the insanely popular overvalued thread this thread will fpcus on the unfairly beaten down stocks

Applied material - close to 52 wi low rock solid balance sheet
Siemens - at 52 wi low driven down due to Europe sovereign debt crisis
ABB at 52 week low solid balance sheet - grid infrastructure leader

As the monologue continues stay tuned for more diamonds in the rough.

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Re: under or fairly valued stocks

Each of these stocks up 2.5 pct approximately today. They also give abt 2-3 pct dividend. On the other hand facebook down 12 pct today.

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Re: under or fairly valued stocks

Teva pharmaceuticals close to52 wi low good yld ok balance shyeet eading generics

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Novartis at 51.5 is at 52 wi low. 5 pct div yield low p/e good balance sheet

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Just realized had not provided price of each stockbwhen first mentioned

AMAT 10.38 yield 3.52&
Siemens 83.4 yield 4.7%
TEVA 38.5. 3.1%
NOVARTIS 51.5 4.84%
ABB 15.9. No dividend

These are not recommendations to buy. Just what I consider undervalued stocks.

Never take anyones word - do ur own homework.

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Re: under or fairly valued stocks

great thread, southie.

im gonna add some ABB, and look into a few of the others you mention.

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Thanks queer. I hope you got a good price for abb. I know you wont buy without doing your homework - and are quite familiarcwith risks vs rewards.

Just wanted to caution folks to do their own homework.

Since this list ails being used as potential picks in the spirit of full disclosure I picked up abby at 16.05 si at 84.66 amatory at 10.46 (have some at slightly lower prices from before) havexa 11 pct loss in previous teva holdings and picked up novartis recently at 52 wi low.

My stock portfolio is biased towards dividend paying pharmacy. Recently lightened up on sal mart after huge run up. Have some citigroup and bank of America (90% loss in each!) So made my sharecof mistakes.

Reason to buy Siemens and abby was to get into industrialist at good price.

Core portfolio is index funds. Since sno500 overweights large caps to countercthis my individual stock portfolio weighted towards value stocks.

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Abby was down 1.3%- hope you got it at bottom.

I have updated post 5 with dividend yield at the time they were mentioned.

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This should being the nugget thread also. Article in may 25 wsj States value stocks have underprrformed growth last 3 years - so due to outperform.

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Interesting drop - just the moment a value investor waits for.

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If over valued stock can lead to bursting bubbles, the classic sharp rise and sharp drop profile ... would it be fair to conclude that undervalued stock has a tendency to bounce back - just like a sponge ball being squeezed in, then let go ...???

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^ that is possible. I try not to predict short term moves though. In the long run undervalued stocks and overvalued stocks should attain their respective fair values.

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3 Weiss since thread started. These were designed for long term anyway let us see how they r doing
Amat 10.8 up 4%
Siemens 81 down 3%
Abb flat I think
Teva flat - I picked it up today
Novartis up abyss 1.5%

So doing ok

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Up average of 4.5% with yield 4% average.

Verified today Abb pays dividend once a year.

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Up 4.7% on average and 4% div yld on average
Bought some more Teva two weeks ago at about 38.55 and si a out 5 days ago at 80.04. Baby steps - add to position on weakness and hold on for long term.

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Deewaron se baaten karna acha lagta hai :hehe:

Hw are you uncle? Market ka kia haal hai?

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:rotfl:

He’s a one man show!! Soembody make Southie Uncle a mod of business/finance already!!!

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I really learnt a lot from uncle’s thread. To be patient and to be consistent in keeping dead threads alive. Sometimes, a thread which didn’t get attention for a week, suddenly start getting good response and active participation. :salute: uncle

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Doing fine Muwawee! Khatti this thread cannot take so much traffic! System overload may result.

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In forums such as Life reviving dead threads can be counter-productive. In forums such as histriry reviving can be a good thing - or even world affairs or science. As one learns something new one can reopen a dead thread to correct oneself or present evidence to counter other viewpoints.

Investment forums benefit from revival of dormant threads ( I prefer dormant to dead:)). We can test various strategies over time. Too many times I have come across flippant statements such ss " I have connections that tell me gold is good. And these are made at frothy levels. And the person making these "brave" predictions just disappears when things go the other way.

It is good to challenge ones own hypothesis - test ones strategies - provide basis for such hypothesis and strategies - and see how they work over time.

This is one place where healthy arguments can be very stimulating.