Roger Nusbaum, Scott Barbee and Andrew Lapthorne on the Dwindling Values Left

By on August 29, 2009

The half-year bull market in stocks has made values harder to come by, but there are still some traditionally cheap stocks left. The investment bank Societe Generale’s global quantitative strategist, Andrew Lapthorne, ran a tough “Benjamin Graham-like” screen and came up with only three U. S. stocks that made the cut; Chevron (CHV), Merck (MRK) and Patterson-UTI (PTEN). There were 11 stocks from other countries included and the energy companies were well represented: BP (BP), Total (TOT), Eni (E) and Royal Dutch Shell (RDS-B).


In the CNBC video below Roger Nusbaum, Your Source Financial, and Scott Barbee, Aegis Value Fund, have their own ideas of where the values still are:

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