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Growth Stocks for the Value Investor

By Tim Melvin

About this article:
One of the regular screens I run is my cheap growth screen. I know it is hard to associate my name with growth, but Warren Buffett was right when he said growth and value are joined at the hip. Much of my investment activity is on the asset-based side of things, but I occasionally find a cheap growth stock like Darling International that becomes a long-term holding. If I can find an easy-to-understand business that is showing solid revenue growth with consistent profits selling at very low multiples, I am comfortable owning shares for the long run. I ran the screen yesterday afternoon and came up with a few interesting ideas. One of the stocks that caught my eye was touted earlier this week by Kian Ghazi of Hawksbill Capital at the Value Investing Congress held in New York. He told that assembly that shares of Coremark...

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