Value Investing, a Trading Strategy?

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#19
(12-10-2017, 06:12 AM)BlueKelah Wrote: ..

IMHO its much easier to pick out 5-10 value stocks with sufficient MOS and good dividend yield that are not value traps and invest with confidence, than to pick out 5-10 growth stocks of those goliath size that provide not much div and have big potential for downside. 

But at the moment, things are generally looking pretty toppy for even small caps on the SGX. Well except for some in OnG sector. Currently I am waiting to pounce on CSE Global lol...

For astute and prudent investors, margin of safety is definitely an important factor to consider when making the initial investment. But what determines the long term success of a company (and hence the investment) is often the quality of the business, and it may not be related with the price it is selling for. 

And quality companies don't always have to be "Goliath" in size. I just dropped the names Amazon and Tesla because they are well-known, run by well respected managers, have a unique business model, "high" valuation, have performed strongly over the past decade, and may take another decade or 2 to realize the full potential of their ambition. 

The same case can be made of Walmart, which always have traded at an elevated valuation during their high growth period in the 70s and 80s. http://studentofvalue.com/walmart-1968-2012/
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Messages In This Thread
value investing without S-Chip - by chialc88 - 17-09-2017, 09:22 PM
Growth and value investing - by chialc88 - 12-10-2017, 09:15 PM
I prefers growth stocks - by chialc88 - 12-10-2017, 10:54 PM

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