SI
SI
discoversearch

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.
Politics : Ask Michael Burke
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Knighty Tin who wrote (93823)1/3/2002 12:20:58 PM
From: Knighty Tin  Read Replies (2) of 132070
 
To All, What is wrong with this picture?:
Russell 3000 VALUE stocks, PE of 19.34
Russell 1000 VALUE stocks, PE of 19.46
Russell 2000 VALUE stocks, PE of 16.45
Korea's Nanyang Dairy has no debt, has 40% of the Korean baby food market and has doubled operating margins since 1998. PE ratio of 4.

Several years back when emerging markets were the ONLY place to be, some guy in Barron's made the comment: "We used to buy Thai cos. growing at 20% and selling at 5 times eps. Now we are buying cos. growing at 5% and selling at 20 times eps."

Well, the emerging markets are looking submerged again and US markets look rich.

Data on Nanyang Dairy is from First Eagle Sogen Funds.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News