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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (30627)	4/11/2008 11:36:26 AM
From: Paul Senior	Read Replies (2) of 78679

GE with their top-notch credit rating can borrow big money cheaper than most, so they enjoy a bigger spread than competitor lenders. I see no reason for them to sell off their financing arm that has been so profitable in past. A bad year now and a bad appetite by investors now for "financing" "credit" "loans" doesn't mean such are not important aspects for most USA businesses. Perhaps it is "too hard to value". That hasn't stopped people from buying Berkshire or others where there's certainly some faith-based investing - with BRK confidence in Warren or some assurance past results can be or will be carried through into future. (Unless these people actually find that BRK with all its businesses and long-tail insurance risks is not too hard to analyze.) I see nothing detrimental in same faith-base approach to GE. (reliance on Immelt and GE's historically good management and business performance.) This in spite of Immelt's credibility slip with investors today. And same somewhat faith-base aspect for me for several other companies, e.g. MKL, Y. Of course, that's how I see it. If you/others see it differently, then of course, it's a pass for you and we're on to the next stock for consideration.

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