Our focus here is undervalued asset situations, and BGP is
not an undervalued asset situation at this time.
Not exact matches
«While this non-dilutive amount will surely add additional runway to Sarepta's cash position, we can
not help but wonder if this transaction reflects a 1) broader decline in PRV interest among bidders, or 2) an
undervalued asset sale,» he wrote in a research note Tuesday.
New Dole looks to be massively
undervalued, will still hold very good high value
assets, especially saleable land, has some future potential catalysts that could help unlock value, it should be able to compete better with Fresh Del Monte and Chiquita, and new Dole will now be freed up to make acquisitions and improvements to its business and operations after the transaction with Itochu closes as it will
not be burdened by the massive amount of debt that it has carried for years.
A smart investment strategy is to hold a diverse collection of different
assets that are
not well - correlated with each other, and invest into them when they become
undervalued.
4) You don't have to do anything ridiculously complicated to find
undervalued companies...
assets don't lie (Buffett)
In part II, you were informed that value investing is a risk - averse strategy that seeks to identify
undervalued assets — bargains — that offer margins of safety based on the Dhandho - mantra: «Heads, I win; tails, I don't lose much.»
We do
not hesitate shifting from overvalued
assets to
undervalued assets in order to reduce risk and increase long term returns.
If you're a value investor, you don't care what the price / volume action is if you are purchasing a significantly
undervalued asset.
This site is dedicated to
undervalued asset situations, but I haven't yet spent much time on
undervalued asset situations other than liquidations and Graham net current
asset value stocks.
A disregard for price paid for value bought, whether it's a piece of a healthy 5 year earnings growth business, a piece of a business that is improving margins and dominating a market segment, or a piece of business that has huge a
asset base
undervalued on it's balance sheet (but
not undervalued with respect to the price paid!)
In a recent interview with the Hard
Assets Alliance, Grant Williams, founder of RealVision TV said, `' gold offers incredible value now,
not just through being
undervalued, but because of the options and protection it gives you.
We also often find activists in stocks that we woud
not consider to be
undervalued on an
asset basis.
YHOO has a market cap of around $ 15.9 B and tangible
assets of around $ 5.5 B, including around $ 3.2 B in cash, which means it is
not undervalued on an
asset basis.
The company is
not generating any operating cash flow, so was a pure
undervalued asset play.
While clearly
undervalued based on the replacement cost of their
assets, there didn't appear to be many value managers taking advantage of these opportunities.