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Strategies & Market Trends : Fundamental Value Investing
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To: The Ox who wrote (2156)8/5/2012 9:57:43 PM
From: Sergio H  Read Replies (2) of 4721
 
T.O. Thanks for your write-up on JOY. I agree that there's value there based on metrics, but I need to dig a little deeper. On my review, JOY has more compelling metrics than any of its competitors. The metrics part is as far as I've gotten to so far. We need to establish that its not cheap because it should be.

On SPLS, there's more there then just metrics. Here's my take on why its a value stock:
Message 28274459

On ADM, I would also pass.
Message 28307462

And...UPM v CXS or both?
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