In this video, Dimitrios Koutsoubos presents his 5 largest stock positions in his UK portfolio (ISA), and describes the thought process behind the selection. These are interesting undervalued stocks for people who follow, or are interested to learn more about, the value investing philosophy.
Recently, I uploaded a new article on Seeking Alpha about the BT Group (BT). The undervalued stock trades for a P/E of 6.5x, and is one of the most strategic, defensive and stable companies. For more details, see the full article on Seeking Alpha here. Read More
By Dimitrios Koutsoubos
People not keen on the greek stock market, namely most Greeks, and the Greek micro-investors who are mostly used to buy only banks, both think that the greek stock market has been totally destroyed. They probably ignore that a small group of greek companies which have turned their attention abroad, are growing and produce more and more earnings. They do global sales either by choice, or due to their nature. This is a fortunate fact for their employees, the greek economy, the society and state’s income. But unfortunately for value hunters, this “fishing ground” is getting better and better known among investors, so larger extroverted companies are no longer cheap. Now, undervalued and extorverted are only found in Small Caps. It is very interesting that Thrace Plastics (PLAT), which is somewhat larger -especially for the greek stock market standards-, has ratios that show undervaluation.