Is Benjamin Graham still relevant today?
In an earlier post, I had mentioned some of the principles of investing according to Benjamin Graham, and also if they were still usable and relevant in today’s world.. Well, some of them are, and there is a pretty surprising basket to look at.
The stocks that met all the criteria were:
Cheviot Co, Ucal Fuel Systems, Kothari Products, South Indian Bank, Shipping Corpn, Micro Inks, Oriental Bank Of Commerce, Sutlej Industries, City Union Bank
Stocks that met either the quality or earnings criteria were:
India Nippon Electricals, Jammu & Kashmir Bank, Dredging Corpn. Of India, Deccan Cements, Sterlite Industries (India), Bhagyanagar India, J B Chemicals & Pharmaceuticals
National Aluminium Co., Astrazeneca Pharma India, Plastiblends India, Infotech Enterprises
You can also read up the analysis on these stocks done by Prof. Narayana Rao. By the way, how many of these stocks do you own ? Personally, I own none from this list, so is it time to tweak my portfolio? Nah, not yet, but maybe I will take a closer look at some of these companies ! 😀