Maybe it is time that the love affair with market-cap indices ends?

For this months filter we look at a classic 'Graham metric' known as Net Current Asset Value or NCAV.

Here are five links we found interesting this week at 5i

Peter Hodson recently appeared on BNN Market Call, here are his top picks:

It is pretty hard to pick a good stock: You need to find competent management, a good business, a competitive advantage, a good balance sheet and...

Peter Hodson will be appearing on BNN Market Call on February 4 th , at 1PM EST

None of these companies are widely known, which is one of the reasons we like them.