I'm still mostly invested in very few conglomerates stocks, but lately, I've found that very small caps stocks have often more interesting valuations. It seems like there is a valuation trend on these kind of stocks:
https://www.barrons.com/articles/microcap-funds-super-cheap-big-returns-2024-95c1cd0b
Using a stock screener, I can find some interesting opportunities to dig further based on valuation (pe ratio, price to free cash flow, etc.), ROE and sound balance sheets (high liquid assets and low passive), especially in the 50 millions or less market capitalization microcaps.
Financially speaking, I'm just dipping my toes in the water, but man I see things I don't remember having seen 20 years ago when I started to invest. Or maybe it's just that the stock screeners are more sophisticated now.
Anyway, if some of you are interested to share ideas based on metrics similar to that, I'm interested to read you.
I can share some example of these, based on the metrics:
CAF.V (Canaf Investments)
FUL.O FullNet Communications)
TIE.V (Coloured Ties Capital)
ASH.AX (Ashley Services Group)
1397 (Baguio Green Group)
SFG1T (SFG1T)