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Strategies & Market Trends : Value Investing

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To: Elroy who wrote (68323)8/13/2021 2:57:03 PM
From: Paul Senior1 Recommendation

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petal

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Ok, I clarify. This is what I believe you are saying:

"I think it -- (a value stock) -- has have a low price to (adjusted) book value relative to the market (S&P 500) or relative to its peers. Relative To the market is a pure value stock, relative to its peer group means it’s the value stock in its peer group."

Which, for me, means it's unactionable because what you want it "relative" to is too nebulous or arbitrary essentially.

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If you look at 2x book value for one company vs 5x for a similar, you'd want to find out why there might be such a disparity. Example.. But I can't figure this out myself now... plumbers in the house- some commotion... could a 5x bv company with no debt and earning what the 2x book company earns that has a ton of debt, possibly actually be the better value? Plumbers calling... gotta go.
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