Roger Montgomery has DWS as his 4th best-priced A1 stk. His...

  1. DSD
    15,977 Posts.
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    Roger Montgomery has DWS as his 4th best-priced A1 stk. His intrinsic value is $1.26. That's pretty close to today's low of $1.30. Only 3 of his 50-55 A1 stks are below their IV. Many are waaaay above it.... some almost double eg. COH. Hence, Roger sees very little value in current mkt. My thinking is the best-bets are those stks with super fundamentals that have only returned to rapid growth in past 12 months. Lincoln and other analysts require 18 months of strong returns before recomending a company. I am buying 4 small-caps with a view their August results will confirm their continuing growth and growing profitability. Will list these soonish in their respective threads when finished purchasing. But DWS today below $1.32 was (imo) super buying for those with a 15 month time-horizon. Management seem confident FY12 will be strong.
 
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