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Value Insight: July 2008

Markets Got You Down?

If the continued market declines have you down and discouraged as an investor I have a few items to share that might be able to cheer you up in the future.

With the market and investors focused intently on financials, energy, materials and agricultural commodities there are more and more companies who continue to release positive quarterly results. A few of my favourites have issued results in the past seven days and have flown under the radar of the mainstream media. Five of the six stocks hold my title of Enduring Value and the other is one of my Value Favourites.

It’s easy for an investor to become distracted in the current market environment, but each of these companies benefits from four main fundamentals that an investor should tune into and focus on in an environment such as this for improved returns to their portfolio.

  1. Concentration on margins
  2. Control of costs
  3. Products & services that are in high demand
  4. Management that guides earnings +/- 5% on a consistent basis

What stocks am I talking about?

  • Baxter International (BAX)
  • Keynote Systems (KEYN)
  • Colgate Palmolive (CL)
  • Wabco Holdings (WBC)
  • Exelon (EXC)
  • Kimberly Clark (KMB)

The added bonus is that all of these stocks continue to trade at very attractive valuations for the long-term investor with some trading at a forward P/E well below their historical averages.

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{ 2 comments… add one }
  • Dividends4Life July 31, 2008, 7:12 pm

    It is good to be reminded, less we forget. Great read!

    Best Wishes,
    D4L

  • Nurse B, 911 July 31, 2008, 10:24 pm

    Thanks D4L,

    I could have waited a day or two to add in a few others, but I thought the names I listed were a handful of stocks that were being overlooked by the markets.

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