After starting quite promisingly, this article lost its way regarding two things:
1. After saying ....creating a hypothetical portfolio to track their performance during 2013. no table of prices as of today embedded to show share price, perhaps P/E, EPS, anything. Which can then be updated say once a quarter till end of the year to show performance. No?
2. Where is the analysis of whether these are good value or not? p/e, p/bv or p/tbv, eps etc etc?