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A Nine Point Checklist For Value Investors

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A Nine Point Checklist For Value Investors

George Athanassakos is a professor of finance and holds the Ben Graham Chair in Value Investing at the Ivey Business School, Western University.

A Nine Point Checklist For Value Investors via The Globe and Mail

Value investor's checklist

A value investor’s checklist looks something like this:

  • Always have an entry price and an exit price -- and a strategy to be followed religiously. Value investors know their circle of competence and stick with it. They decide whether they are more comfortable investing in low P/E stocks or the stock of companies that have a competitive advantage and a dominant market position....

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