tag:blogger.com,1999:blog-7004453.post2969606452472376726..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: Feeling smart …like the duckRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7004453.post-16728763324009793912007-09-27T02:15:00.000+05:302007-09-27T02:15:00.000+05:30a lot of euphoria in parts of the market. but stil...a lot of euphoria in parts of the market. but still there are pockets of value.<BR/>for cyclical stocks you may want to be careful in applying the ROA and earnings yields formulae. currently commodity stocks are on a cyclical peak and thats why they appear very attractiveRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-49623312035933438682007-09-26T13:20:00.000+05:302007-09-26T13:20:00.000+05:30Hi Rohit,Definitely agree with you.. However, i wa...Hi Rohit,<BR/><BR/>Definitely agree with you.. However, i was trying to look at RoA and the earnings yield (inspired by The Little book that beats the market) and found that there were some stocks which could run on...like steel stocks like Tata Steel and JSW, cement stocks like birla corp. and Mangalam cement...<BR/>But definitely becoming a bit costly..<BR/><BR/>regards<BR/>VenkatAnonymousnoreply@blogger.com