I am analysing some of the following stocks in detail as these stock have passed my initial filters
GSK Smithline consumer
Disclosure – I have owned Concor and Balmer lawrie for the last few years and currently re-analysing the stocks. So my analysis could be biased. I would be posting the analysis soon.
In addition Mid-caps and some value stocks have now become even cheaper. Some companies now sell for almost or slightly less than cash on the balance sheet. I am now finding quite a few ideas to work on and hoping that the cheap would get cheaper.
In addition I am reading the following books and have found them to be good. I would definitely recommend reading both the books
More than you know by Michael J. Mauboussin
Margin of safety by seth Klarman