The top 10 Benjamin Graham value plays

Here are the current holdings of the 10-stock Graham portfolio:

1. JAKKS Pacific (NASDAQ: JAKK)
2. Men's Wearhouse (NYSE: MW)
3. Ashland Inc. (NYSE: ASH)
4. Movado Group (NYSE: MOV)
5. Mueller Industries (NYSE: MLI)
6. Scholastic Corporation (NASDAQ: SCHL)
7. Ceradyne, Inc. (NASDAQ: CRDN)
8. Columbia Sportswear (NASDAQ: COLM)
9. Reliance Steel & Aluminum (NYSE: RS)
10. Carlisle Companies (NYSE: CSL)

As you can see, the portfolio has a pretty diverse mix, with holdings that range from basic materials firms to aerospace & defense companies to retailers.

The 2008 year has, so far, been one of the Graham strategy's best -- and that's saying something. The portfolio is up more than 23% this year, during a period while the S&P had fallen 17.8%. The model's continued strength, both over the long term and through this difficult 2008, is a testament to the enduring greatness of Graham.

Related Posts :

Warren Buffet : Buy American. I Am

Source :

Blogging Stocks: Top 10 Benjamin Graham value plays: Men's Wearhouse, Carlisle, Movado and Scholastic make the grade, October 24, 2008 12:50PM

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