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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (28871)4/23/2008 11:01:07 AM
From: Jurgis Bekepuris   of 78717
 
MCO - reported today. It's tough to value this one. They are digging even more into "shareholder deficit" instead of "shareholder equity", but then they are retiring cheap shares fast, which is a good thing. Their business dropped, but the forward PE is still ~10. The investigations and lawsuits are still unclear.

I think I prefer MHP to MCO, but both are tough to value. I hold small positions of both.
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