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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (38257)6/11/2010 11:24:15 AM
From: Dan Meleney  Read Replies (2) of 78614
 
GS & BP..I just took average positions in each. I see GS risk as the same as other banks in that there may be assets overvalued or risks underreserved. For BP, I was waiting until it seemed they have some control over the continuing spill, and I estimated expenses and fines; They can take quite a hit (one-time) and still come out strong.

For both, I found P/BV and P/E compelling, even after adjusting for cash lost to fines & spill.
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