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Strategies & Market Trends : Value Investing
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To: Sergio H who wrote (44891)10/10/2011 11:16:45 PM
From: Paul Senior  Read Replies (1) of 78740
 
Sergio H. The stocks I mentioned there: either good distribution payers, value stocks on usual metrics, reversion-to-mean candidates or combo. AMG: I value asset managers on assets under management. My sole criterion is: under 2% aum and the stock is a buy. (Some adjustment, given that equity portfolios are much more profitable than bond fund portfolios.)

I like LAD. It sells/services cars. In smaller communities. Somewhat isolated. What's a local to do do -- travel hundred miles for better deal or for different service? My understanding of what LAD is, rightly or wrongly. Seems to be why it trades at higher valuation than other auto retailers. Too expensive for me at current price. Falls again, I'm in again for more.

I never look at short positions for stocks that I am considering acquiring. I never look at short positions, period.
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