Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Michael Burry who wrote (6362)	3/19/1999 6:45:00 PM
From: Q.	of 78687

Michael, are mutual fund operators a beaten-up industry, at least in comparison to other financial stocks? Is BEN the biggest value play among them? take a look at TROW PFX BEN BEN is really suffering because of erosion of assets under management. It's trading at 17X estimates for the FY ending in Sept. I'm not sure what the deal with TROW and PFX might be -- the stock prices pretty much stalled in the last year, despite the bull market. A few weeks ago would have been a much better time to buy TROW, though. BEN: stocksheet.com TROW: stocksheet.com PFX: stocksheet.com Here's a nice article explaining that the problem with BEN is that the type of funds offered by Franklin Templeton are out of favor with investors. fnews.yahoo.com I created a link with Yahoo data & charts for the 50 biggest financial stocks so that you can see how the mutual fund companies have really underperformed some of the other financial stocks: quote.yahoo.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next