January Update: 'Margin Of Safety' Stocks That Trade At A Discount To Value
By Margin of Safety Equity Research:This short article is an update of stocks that we follow in our "Margin of Safety Portfolio." These are stocks identified to have a durable competitive advantage and, based upon our intrinsic valuation models and fundamental analysis, are trading at a substantial discount to intrinsic value. Current trends and events
- Forrester predicts decreased PC sales for Microsoft during 2012;
- Gartner lowered global IT spending forecast for 2012;
- GE obtains new financing;
- Nucor, Cisco and Abbot Laboratories follow restructuring plans;
- Iran threatens to block oil shipments through the Strait of Hormuz.
Technology Complete Story »