That is often why managements will institute buybacks in the shares... to take advantage of disconnects between the market price of the stock and the intrinsic value of the shares.
Otherwise, yours stick to a theme, I'll grant you, but I don't think there is any rational connection between the market that shares trade in and company creditworthiness, which is far more a function of business focus and acumen, and market functions that apply to the markets the companies address, rather than the markets in which their shares trade. I've been deliberate for a long time in pointing out that for the most part, the portion of your holdings that isn't in cash, should be focused on companies that aren't ticking time bombs based on unservicable debt.
Beyond that, you'd do well, still, to focus on future markets and future growth, rather than concentrate any holdings in companies that address mature or dying markets. The life cycle of markets and companies ought to be a primary element of your awareness and focus. Growth stocks will likely lead the next real bull market... when it comes... it just isn't clear to most people yet what the markets will choose to focus on as the next trend in growth that can buck the decay of the dinosaurs of the previous market cycle. It should be a clue that they WILL appear already poised to buck the trends in the business cycle, even if not the pricing issues in the stock market...
You posture disconnects between stock prices and company reality as if that IS the problem... rather than the only real source of opportunity that exists in the markets... the only thing that allows you to buy value low and sell froth high ?
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