Date updated:06-30-2009
Warren Buffett style picks presenting compelling opportunity after the tide went down in January, 2008. These are stocks with Market Cap > $250M, debt/equity < 1, growth > 18% in the last 5 years, expected growth in next 5 years >
18%, trading below their forward intrinsic value. See full list at http://www.grahaminvestor.com/screens .
Here are my favorites from that list. Since bargain takeovers are likely, don't expect them to actually reach their full intrinsic values, but DO expect
more upside reward than downside risk. Perfect for scaling in on dips.
7/30/09: dumping CSR and BID.

-
RBC
Regal Beloite Cp - $50.27
- -0.42%
- $49.74
Forward Intrinsic Value: $110.53 It's hard to find an undervalued China play, but this is one of them. My favorite of all these picks. 7/30/09 RBC, my fave of this list, is the only one that's up so far.

-
CSR
China Security - $5.63
- -1.40%
- $5.68
Forward Intrinsic Value: $53.4 Another undervalued China play

-
AUO
Au Optronics Cp A - $9.15
- -1.72%
- $9.14
Forward Intrinsic Value: $110.14

-
RIO
Rio - $0.00
- N/A
- $N/A
Forward Intrinsic Value: $106.05

-
SPN
Superior Energy S - $22.78
- -1.30%
- $22.72
Forward Intrinsic Value: $155.72

-
PHG
Koninklijke Phlp - $26.31
- +1.27%
- $26.13
Forward Intrinsic Value: $106.42

-
JOYG
Joy Global Inc. - $54.10
- -1.94%
- $54.12
Forward Intrinsic Value: $173.18

-
SFN
Spherion Corp - $5.26
- -1.13%
- $5.22
Forward Intrinsic Value: $22.42
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A. Also dont like that it has relations
with the god aweful never profitable
automobile industry, but is moving its
resources to the building side and
conserving energy for them.
A. The only one I own : SLX,
too hard pick a winner out all of them
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