Hi all,
Which of the stocks in ASX would you suggest be considered as Value Investment (non-speculative with consistent ROE, low debt, low cyclical fluctuation like commodities)?
IMHO, a few quick examples would be:
1) CSL
2) Cochlear
3) BKL
4) Carsales
5) Sirtex
Currently they might be priced higher than their intrinsic value but they do have good track record to show their worth.
What's your stock of choice?
Please note that the above is not a recommendation to buy any of the stock. Please do your own research.
Cheers,
Tim
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