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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (30962)5/15/2008 2:25:45 PM
From: Paul Senior  Read Replies (2) of 78842
 
I'm not a guy to be impressed with all that "quantitative" stuff.

Charts/graphs, rolling medians, standard deviations, unexplained and obscure (to me) methodology ("...intrinsic value is calculated based on two different approaches — namely, Monish Pabrai’s and Joe Ponzio’s.")

Okay, the guy's a recent buyer of CRDN, and he wrote up his justifications for it. Overwhelmingly so. To me, it's like an engineer who has bought a new car and gives you too many logical reasons with supporting numbers as to why he made his decision. Whereupon the listener has the impression the engineer is trying to justify with reason and logic, the real but unacknowledged emotional driven purchase.

Anyway, more simply looked at, both stocks have relatively high roe and low p/e. As such they both are included in Greenblatt's Magic Formula list.
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