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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (49673)10/7/2012 1:50:09 PM
From: Sergio H  Read Replies (1) of 78760
 
Paul, how about discussing the metrics at the time of sale, regardless if its a winner or loser just as you do when starting a new position? It would be interesting to note if the metrics that led to the purchase have changed and if these metrics have affected the stock price or was the price change simply due to the market tide. Did the stock's previous record of increased book value change direction? Has the ROE or ROA that you found attractive changed? Is the debt position now unattractive? Thanks for your consideration.
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