Sentences with phrase «current asset value strategy»

In support of this argument I cite generally Graham's experience, Oppenheimer's Ben Graham's Net Current Asset Values: A Performance Update paper, Testing Ben Graham's Net Current Asset Value Strategy in London, a paper from the business -LSB-...]

In support of this argument I cite generally Graham's experience, Oppenheimer's Ben Graham's Net Current Asset Values: A Performance Update paper, Testing Ben Graham's Net Current Asset Value Strategy in London, a paper from the business school of the University of Salford in the UK, and, more specifically, Bildersee, Cheh and Zutshi's The performance of Japanese common stocks in relation to their net current asset values, James Montier's Graham» s net - nets: outdated or outstanding?

-LSB-...] experience, Oppenheimer's Ben Graham's Net Current Asset Values: A Performance Update paper, Testing Ben Graham's Net Current Asset Value Strategy in London, a paper from the business school of the University of Salford in the UK, and, more specifically, -LSB-...]

I'm going to follow my simple quantitative model — the Graham net current asset value strategy — and take some positions in Japanese net nets.

In Testing Ben Graham's Net Current Asset Value Strategy in London (Word format), a paper from the business school of the University of Salford in the UK, the strategy was applied to stocks listed on the London Stock Exchange in the period 1980 to 2005.

In Ben Graham's Net Current Asset Values: A Performance Update Professor Henry Oppenheimer examined the return on stocks selected using Benjamin Graham's net current asset value strategy over the period 1970 to 1983.

Not exact matches

Based on current positioning, we expect the All Asset strategies to benefit from the following return tailwinds: a stable to rising breakeven inflation rate, appreciating EM currencies, convergence of EM - to - U.S. cyclically adjusted price / earnings (CAPE) ratios toward longer - term averages, and appreciation of global value stocks from today's elevated discounts toward longer - term norms.

Since issuing our December 22, 2008 letter to stockholders, your Board has maintained its commitment to implement a straightforward strategy to get more value for stockholders than the company's current cash assets.

It may have been a strategy similar to the annual rebalancing methodology discussed in Oppenheimer's Ben Graham's Net Current Asset Values: A Performance Update.

For those new to the site, my argument is that a systematic application of the deep value methodologies like Benjamin Graham's liquidation strategy (for example, as applied in Oppenheimer's Ben Graham's Net Current Asset Values: A Performance Update) or a low price - to - book strategy (as described in Lakonishok, Shleifer, and Vishny's Contrarian Investment, Extrapolation and Risk) can lead to exceptional long - term investment returns in a fund.

Posted in About, Contrarian investment, Liquidation Value, Net Current Asset Value, Net Quick Stocks, Strategy, tagged Negative Enterprise Value, Net nets on December 11, 2012 8 Comments»

This is also known as balance sheet review, and a simple strategy is to examine financial statements to calculate the Net Current Asset Value (NCAV) of a company.

Graham's net current asset value rule for acquiring sub-liquidation stocks is an example of such a simple, unambiguous investment strategy; simple to calculate, with concrete rules for its application.

-LSB-...] Oppenheimer on Graham's liquidation value strategy between 1970 and 1983, published in the paper Ben Graham's Net Current Asset Values: A Performance Update, indicates that «[the] mean return from net current asset stocks for the 13 - year period was -LCurrent Asset Values: A Performance Update, indicates that «[the] mean return from net current asset stocks for the 13 - year period was -LSBAsset Values: A Performance Update, indicates that «[the] mean return from net current asset stocks for the 13 - year period was -Lcurrent asset stocks for the 13 - year period was -LSBasset stocks for the 13 - year period was -LSB-...]

Posted in About, Contrarian investment, Liquidation Value, Net Current Asset Value, Net Quick Stocks, Strategy Tagged Negative Enterprise Value, Net nets 8 Comments

Our current business strategy is to enhance stockholder value by pursuing opportunities to redeploy our assets through an acquisition of one or more operating businesses with existing or prospective taxable earnings that can be offset by use of our net operating loss carry - forwards («NOLs»).

NCAV strategy (buy companies with at least 1/3 discount to its» net current asset value (total current assets — total liabilities)-RRB- is arguably the defining strategy of Benjamin Graham (old school value investing), and SpinOffs strategy is arguably the most well known strategy from Joel Greenblatt (new school value investing).