@hankreardon Just found the thread you initiated called "portfolio allocation". A lot of interesting information there. And also quite dense. So, it will probably take me some time to go through it.
Anyway, I found that we are really looking at the same stocks, even among the nanocaps (ex. KME, SMP or SES). The main differences between our 2 approaches : you get there early and your level of rotation is much lower than mine. Lucky you. It is quite tiring to keep looking for new opportunities.
One thing I like in the way you look at companies : you do not seem to care much if it is a growth or a value stock. You are also quite diversified in terms of sectors. And you buy both large caps and small/mid caps.
Any contrarian stock or sector you think worth looking at the moment ? Apparently, media and age care sectors may fit this description.
