Posted by mikenkh > 2011-07-13 17:27 | Report Abuse

I think Graham's method is less applicable in an already inflated market, high PE, low DY etc and perhaps your idea of 2X or 3X NCAV applies,so make hay while the sun shines. To me I feel Graham's principle is very sound in a hammered down market when we pick up real bargains. You need resources and patience to sit it out. I do that but honestly I sell too fast. Thanks for reminding me to stick to a winnable method.

Posted by traderhub > 2011-07-13 18:27 | Report Abuse

Thanks for sharing!