How to Find Value Stocks in an Overbought Market

The Value Investing Congress returns next week. And Wyatt Investment Research will be in attendance hoping to collect the latest can’t-miss value stocks.
A year ago, renowned hedge fund manager Whitney Tilson stood on a dark New York City stage in front of a room full of value investors and dismantled a company called K12 (NYSE: LRN) in an 82-slide presentation.
Tilson announced he was shorting the creator of national online charter schools. Sure enough, the stock has fallen more than 46% since.
Earlier on that same stage, Mick McGuire of Marcato Capital Management recommended mid-cap construction equipment-rental company United Rentals (NYSE: URI) as a way to play the ongoing North American housing recovery. The stock has more than doubled in the past year.
Rahul Saraogi of Atyant Capital gave a decidedly against-the-grain case for investing in his native India. Fast-forward to this morning, and India’s benchmark Sensex stock index is at all-time highs.
Those were just a few of the highlights from a two-day event last year that featured 27 of the most respected value investors in the world, and roughly twice as many stock picks. The event I’m referring to – and which I attended personally – was the ninth annual Value Investing Congress.
Next week, the Congress will be celebrating its 10th year in New York. And my boss Ian Wyatt will be in attendance to chronicle every speech and recommendation in search of the latest and greatest value stocks.
Some of our best stock ideas in recent years have come from the Value Investing Congress. United Rentals was one of them. Howard Hughes Corp. (NYSE: HHC), recommended by Tilson two years ago, was another. The stock has risen 114% since.
You pay a pretty penny to attend the Value Investing Congress, not only because of the diamond-in-the-rough value stocks but the people making the picks. The event annually features a veritable Murderer’s Row of some of the best and brightest minds in the value investing world.
Tilson, one of the VIC’s co-founders, is one of them. Bill Ackman has spoken there. David Einhorn, Alexander Roepers, Donald Yacktman, Jeff Ubben – all of them have spoken at the conference in the last two years. This year’s star-studded lineup of speakers includes former Goldman Sachs executive Leon Cooperman, Starboard Value LP CEO Jeffrey Smith, and Guy Gottfried, a man we once affectionately referred to as the “Warren Buffett of Canada.”
All VIC speakers share the same goal: uncovering stocks that, for one reason or another, have been overlooked or undervalued by the market. In an age when U.S. stocks have been setting records on almost a weekly basis, finding stocks that the market has undervalued can be a very difficult thing. Given that backdrop, it doesn’t hurt to have some of the preeminent experts in the value investing industry to point you in the right direction.
The conference organizers have barred the financial media from attending the event. So you’re unlikely to read about these stock picks in the Wall Street Journal or Yahoo! Finance.
But my boss — Ian Wyatt — will be attending the exclusive Value Investing Congress again this year and he’s giving a select group of our readers direct access to the conference. You see, Ian will be sending our urgent email alerts live from the conference.  If you’re interested in getting the inside scoop on the best value stocks, than I encourage you to click here now to learn more.
There is a good chance that one of these picks will emerge as the next Howard Hughes or United Rentals.

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