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Author Bill1703     View Profile     Add to favourites     Ignore
Date posted 2017-09-13 19:20
Subject Re: Negativity   View parent message
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"What are your top 10 targets as value plays?"

Of stocks I already own (can always buy more): MKS, IMB, ITV, AA, CNCT, BON, SGC (the latter a bit more doubtful)

Potential targets: WPP, CPI, BT

I include AA, though it is more of a "special situation", not a true value play. There are a number of others I could mention, mostly smaller caps, which are definitely "value" in potential, but higher risk. On balance, RMG doesn't make the list... a bit cheap, but not by much IMHO.

"... which non value companies do you consider over priced?"

ULVR and DGE most obviously... RB was until recently, but no longer (just shows how quickly things can turn when you are priced for perfection?) After that... probably TSCO still... otherwise not many I am looking at that look clearly over valued in absolute terms, though quite a few are notably expensive relative to immediate peers (e.g. BATS).

That is all from a UK stock perspective ... easier to come up with a longer list of expensive stocks when you throw in the US market too, though most I haven't looked at closely enough to express a properly informed opinion.

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