Dorfman Names Four Bargains

Money manager and Bloomberg columnist John Dorfman names four bargain-priced stocks. Here's how he found them:

I screened U.S. stocks with a market value of $500 million or more to find ones that are cheap by all of my favorite yardsticks. These stocks sell for less than 12 times earnings, less than one times book value (corporate net worth) and less than one times revenue. I also required that corporate debt be less than stockholders’ equity.

More than three dozen stocks passed the test. To find the four he recommends -- and the two he owns personally and for his clients -- read the linked story.

Comments

[Daniel M. Ryan]

Overseas Shipping Group was in my radar, but I went with Ship Finance International instead (for a mock fund.)

[John]

@Daniel: None were on my radar, but that probably means they are all winners to be ;-) Seriously, I like that Dorfman's column lists which stocks he owns.

[Monte]

Wow! He likes Royal Caribbean on valuation in late August? Where was he when the stock was down at $6? Somehow he missed it then.

Just another anal-yst.