Value Investors Rewarded Since January Low


On January 26, I sent out a Market Update advising my subscribers to make a slight change in the risk allocation in their portfolios. The Update advocated allocating 50% of their portfolios to very low risk, defensive stocks and ETFs, and 50% to low- or medium-risk stocks and ETFs. The previous allocation was 62.5% very low risk, defensive stocks and ETFs and 37.5% low- or medium-risk stocks and ETFs.

The January 26 Update turned out to be quite timely. The Dow Jones Industrial Average was near its lowest point of 2016, and the rally since then has added 10.4% to the Dow. Subscribers who followed my advice and became more aggressive buyers in January were well rewarded. Other investors, who were befuddled by charts and listened to dazed “experts” on TV from mid-January to mid-February, missed a great opportunity to buy when the stock market was low.

This is an excerpt from Cabot Benjamin Graham Value Investor, which features the very best undervalued stocks to buy right now. Chief Analyst J. Royden Ward tells you exactly which undervalued stocks to buy and when to take profits. This advisory is ideal for conservative investors.

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Shopify (SHOP), which came public in May of last year, is a new leader.


Roy Ward uses the PEG ratio to determine if the stock is undervalued or overvalued.

For AMZN to be undervalued, the stock would need to fall to 393. 50.

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