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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (45496)11/16/2011 2:36:59 AM
From: Paul Senior   of 78717
 
I've found for me, it's a very good way to invest. Very suitable for me. For others, apparently not.

Buying those assets for $100, after four years, book value with the low grower is about $293 vs. $207 for the fast grower.

Perhaps too old-fashioned or just stuck in a Graham bowl, but for me, all else being equal, I'll take four years for a value stock and a 100/293 = .34 price/bv at the end of it. It just seems like in my experience, eventually the p/bk will get to some low number and not go below it. .34 p/bk is pretty low for example. Not many get that low and stay that low --- so far not even something like NWLI, which itself is consistently very low.

And of course, I wouldn't choose between the two hypothetical situations. I'd take both stocks. -g- Both situations would appeal to me.
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