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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (20996)	4/16/2005 1:48:28 PM
From: Spekulatius	Read Replies (2) of 78748

re FII & AVZ - Funny how one analyst downgrades FII because he thinks that investors will move money out of Money market funds (which is 705 of FII managed assets) into riskier investments. If there ever is a triple play on a falling stock market and rising ST interest rates and narrowing yield gap between St and LT interest rates, FII should be it. Nevertheless the stock is down for now trading at a forward PE of 13. If i believe the analyst forecast that's a pretty good price for an asset manager which typically does not need much capital to growth the business. Ditto with somewhat battered AVZ, which trades at a PE of 12.5. I am tempted to buy back half of my position i sold around 14$.

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