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NEW ERA VALUE INVESTING

This book describes an innovative investment strategy called “Relative Value Discipline,” which provides a framework for investing in traditional dividend-paying value stocks, as well as undervalued growth stocks. The graphic below illustrates how the stock selection process works step by step to winnow a thousand large cap stocks down to a focused portfolio of twenty to thirty holdings.
Investment Universe • Large cap U.S. stocks • Approximately 1,000 companies • Market cap over $3 billion
Divdend-Paying Stocks in Traditional Value Sectors Screened using: Relative Dividend Yield (RDY) valuation model
Low-Yielding Stocks in Growth-Oriented Sectors Screened using: Relative Price-to-Sales Ratio (RPSR) valuation model
Focus List • Approximately 100 companies • Low price versus historical company average
Twelve Fundamental Factor Analysis Qualitative Factors/Quantitative Factors • Buggy Whip (product

Từ khóa: new Era value investing, investing in traditional dividend-paying value stocks, growth stocks, paying stocks, stocks in growth-oriented sectors, quantitative factors

242 p tieuhoa 08/01/2013 300 1

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