It seems most people here are passive investors...

**jeep** Mon Mar 28, 2005 6:34 pm

It seems most people here are passive investors...
It's difficult to find value investors among Chinese. Most people are speculators, not to mention, bad speculators or gamblers. Hope to see more discussions here on stock picks! Not just by blast himself. It's been really quiet recently.

:mrgreen:

**vin** Tue Mar 29, 2005 3:57 pm

valuation
It seems quiet here. Let me raise some noise.

what kind of valuation methods are used for what company or industry.?

I noticed asset valuation/ p/fcf are used for oil/Gas company, and ROI are used for real estate. But how about other industry? It seems DCF was not discuss here, and relative valuation is not popular here either.

For example, how to value Pipeline company(PNY) , media company(HTV) and chemical company (DOW).

**jeep** Tue Mar 29, 2005 4:17 pm

:idea: Here's a comprehensive study list from Yahoo Finance. :idea:

Basic Materials
Chemical Manufacturing
Chemicals - Plastics & Rubber
Containers & Packaging
Fabricated Plastic & Rubber
Forestry & Wood Products
Gold & Silver
Iron & Steel
Metal Mining
Misc. Fabricated Products
Non-Metallic Mining
Paper & Paper Products

Capital Goods
Aerospace & Defense
Constr. & Agric. Machinery
Constr. - Supplies & Fixtures
Construction - Raw Materials
Construction Services
Misc. Capital Goods
Mobile Homes & RVs

Conglomerates
Conglomerates

Consumer Cyclical
Apparel/Accessories
Appliance & Tool
Audio & Video Equipment
Auto & Truck Manufacturers
Auto & Truck Parts
Footwear
Furniture & Fixtures
Jewelry & Silverware
Photography
Recreational Products
Textiles - Non Apparel
Tires

Consumer Non-Cyclical
Beverages (Alcoholic)
Beverages (Non-Alcoholic)
Crops
Fish/Livestock
Food Processing
Office Supplies
Personal & Household Products
Tobacco

Energy
Coal
Oil & Gas - Integrated
Oil & Gas Operations
Oil Well Services & Equipment

Financial
Consumer Financial Services
Insurance (Accident & Health)
Insurance (Life)
Insurance (Miscellaneous)
Insurance (Prop. & Casualty)
Investment Services
Misc. Financial Services
Money Center Banks
Regional Banks
S&Ls/Savings Banks
Healthcare
Biotechnology & Drugs
Healthcare Facilities
Major Drugs
Medical Equipment & Supplies

Services
Advertising
Broadcasting & Cable TV
Business Services
Casinos & Gaming
Communications Services
Hotels & Motels
Motion Pictures
Personal Services
Printing & Publishing
Printing Services
Real Estate Operations
Recreational Activities
Rental & Leasing
Restaurants
Retail (Apparel)
Retail (Catalog & Mail Order)
Retail (Department & Discount)
Retail (Drugs)
Retail (Grocery)
Retail (Home Improvement)
Retail (Specialty)
Retail (Technology)
Schools
Security Systems & Services
Waste Management Services

Technology
Communications Equipment
Computer Hardware
Computer Networks
Computer Peripherals
Computer Services
Computer Storage Devices
Electronic Instruments & Controls
Office Equipment
Scientific & Technical Instr.
Semiconductors
Software & Programming

Transportation
Air Courier
Airline
Misc. Transportation
Railroads
Trucking
Water Transportation

Utilities
Electric Utilities
Natural Gas Utilities
Water Utilities

**jeep** Tue Mar 29, 2005 8:52 pm

If we can get a big enough study group, each person writes a report on one sector in terms of how to value companies in the same sector, it'd be of great value for learning value investing.

Or maybe blast can write a series on this.

:roll: