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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (44551)9/25/2011 4:15:05 PM
From: Paul Senior1 Recommendation  Read Replies (1) of 78741
 
I might have a different opinion.

"...Ken's repeatedly stressed advice only to apply PSRs to Super Companies". Otoh, he wrote an entire chapter on "Applying Price Sales Ratios to Nonsuper Stocks", In my copy of the book, I highlight p. 82 and p.88 for his rules.

"PSR currently does not work well because we have been in a high ROE/margin environment for a long time."

I use PSR. All the time. Currently it does not work. My explanation for why it doesn't work now, is that there is nothing that works now. Everything is correlated and everything is down.
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