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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (26725)5/3/2007 3:51:20 PM
From: Jurgis Bekepuris  Read Replies (2) of 78763
 
LIZ and TLB are nearing attractive levels. On the positive side, the valuations are becoming interesting. On the negative side, both reported or promised to report bad results. Recent ROEs are hurting. It might be wise to wait for more bloodletting, since it is doubtful that the turnaround will be swift.

Any opinions?
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