We don't have a "concensus" because that's not a word. I thought we agreed that strict market cap rules aren't necessary. I don't want to be discussing Dell here but in this market, there have been some niches where bigger stocks, like the steel companies, were undervalued and became hot.
I would like to stay with valuation and make exceptions on market cap. Bobwins
Lent. no need analyst. learn the business and talk to the officer/CEO ourself.... analyst aren't usually correct anyway (unless they are caliber analyst and several analyst are following the company and reach consensus. even then theya re often off too). check out ADNWE.. 2 years ago analyst target the stock to be $7 by 2004 (or $14 for their stretch target) before later on they revised to $3.5 or $4.5 I bought in at $2 and when it hits $3.50 I thought it will hit $7 so I waited and it turned out to be $1.8 now. surely things has changed since the estimate (DCS acquisition hasn't closed etc). but I learned not to rely on analyst estimate. I use it more as a guidance and directional read.. but I try to build my own opinion... Analyst... fool me once shame on you.. fool me twice shame on me... :)
I think the analyst are no better than us esimating the estimate. I don't think therea re info that the company give only to the analyst. they also look at 10Q learn the industry interview officers and ask question in earning call to fill out the blanks (in their spreadsheet)
moreover with full analyst coverage the stock is more likely to be near full valuation and have to beat analyst estimates to have some upside surprise in return.
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