Valuation, page-92

@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.