The value investment philosophy is the core belief that guides Wendl Financial in its investment decision making for our clients. The philosophy involves buying securities that appear undervalued relative to its current trading price. Securities that trade at a discount to net current asset value (sub-liquidation value), low price-to-earnings ratio stocks or high dividend yielding shares are all examples of classic value investing candidates that are included in our client portfolios under management. Our publications listed below are used to educate our clients and potential prospects on the merits of the value investment philosophy used everyday at Wendl Financial, Inc.
Using a High-Dividend Yield Stock Selection Criterion to Maximize Investor Satisfaction Levels during Secular Bear Markets
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