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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (51324)4/17/2013 1:01:07 PM
From: Chid  Read Replies (1) of 78748
 
Yeah I figured you will disagree on the treatment of FCF. That's fair.

I figure there was a margin of safety built into the low returns I was pricing in so I do expect somewhat better numbers. But ideally I would love to see 15% with conservative returns priced in as you would like. Just not that many out there. Care to share any names? Will take a look at your prior posts since you've probably already shared them. Thanks.
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