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Politics : High Tolerance Plasticity
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To: que seria who wrote (14858)7/3/2002 8:24:51 PM
From: Warpfactor  Read Replies (2) of 23153
 
que seria,

Periodically pvz posts Fed model results after some big market drop. If I am not mistaken, his spreadsheet shows two valuation figures: a current market valuation using current (trailing) PE's. And a valuation which includes the next quarters (Q3) estimated earnings - which should be reasonably accurate.

Now, if you are talking about Pro-forma vs. GAAP, then you probably have a case. If you look at Fed model valuation figures from 10 or 20 years ago, has there been a trend away from GAAP earnnings toward "Pro-forma"? Or has the rate of Proforma reporting been relatively stable over the time period.

Even if the Fed model shows -20% under fair value, this is not an indicator to base an sudden moves upon. It can go much lower.
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