whats rogers valuation now, page-39

hi,

Wasn't roger and the rest in a similar situation with neptune marine services?
Issue is with a large following now , mainly because of MCE , cos people heard of the spectacular rise after he tipped it , hopefully the same following reduces when they see its not a full proof method.
Moreover, i've also read about many traders using his tips as great trading stocks.
Additionally , he mentions stocks and the fact that he has bought after he has had his fill e.g MTU recently, DCG and now cochlear.
nothing wrong as his primary aim is to make money for his clients but his followers need to understand this.
a number of strategies need to be used so that the odds of getting it right is increased.
I tend to use a combination of EV/EBITDA plus ROE , Price sales ratio, DCF valuation and also look at RM method ( the issue with this one is that it is too simplistic and one has to put in too many variables and compare it to the other methods to see if a discount really exists.
for e.g by RM's method MCE was at a discount to IV but on a P/S ratio it was very expensive ( and i mean very so i wouldn't touch it)and also on a EV/EBITDA valaution .
on the other hand ZGL although fallen is at a discount on
p/s ratio, EV/ EBITDA and RM method. Hence I hold
P/S ratio is a very overlooked criteria but ken fisher has used it as his primary criteria and also as rules for selling and buying.
My experience has been that it is very effective , I have strayed away from it twice and paid the price.
to give you an idea , there are currently no A1 stocks that meet ken fishers P/S criteria , but FGE does at a price of 4 ( I bought), MTU does at 2.50 , and others will at some point. I wait and watch