Market Folly Speculates on What Benjamin Graham Would Buy Today

By on February 20, 2009

The conclusion by Market Folly is that it will take a depression to knock stocks down to the levels that Benjamin Graham would find attractive. However, loosening up Graham’s criteria, they came up with the following ideas:

  • Ameron International (AMN)
  • American Eagle Outfitters (AEO)
  • Checkpoint Systems (CKP)
  • Rowan Companies (RDC)
  • Kennametal (KMT)
  • Reliance Steel (RS)
  • Forest Laboratories (FRX)

A recent screen for Graham-like stocks by Jim Grant revealed the following picks:

Tiffany’s (TIF), Radio Shack (RSH), Pfizer (PFE), Cooper Industries Inc (CBE), Nucor Corp (NUE), Cintas Corp (CTAS), Archer Daniels Midland (ADM), & Molex (MOLX).



Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>