re: Arne Alsin
I will post what I feel Arne's investment ideas focus upon:
1) an extreme focus upon balance sheet issues (i.e., identifying Tyco's leveraged balance sheet prior to the collapse)
2) a focus upon mid-cap firms (i.e., $750 million to $2 billion) in terms of market cap
3) firms that offer a safe and adequate dividend (2-4%)
4) firms that are trading at an industry-specific trough and recognizing what typical earnings will be when the industry has any improvement (industries range from tech, apparel, machinery, -- any given industry)
5) a focus upon investment metrics (sales/xxxxx vs. industry peers: xxxxx = an analysis that can be industry specific or a common tool that Arne uses for all industries); he will post new comparisons on any given day
Arne provides a spreadsheet, commonly, showing his analysis, assumptions, and rationale.
Paul -- I believe you would like Robert Marcin who writes on the site. I, in agreement with you, am not to fond of Mr. Cramer -- to say the least. |
