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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (52270)8/30/2013 9:31:44 AM
From: Jurgis Bekepuris  Read Replies (1) of 78740
 
It should be safe to own. I have not clue why investors run for the exit, now that they are public.
Not sure what you mean by safe. :) Running for cover might be panic, but IMHO it has not reached supercheap territory. P/tangibleB is still highish. Yield is OK, but not very high for rising interest rate environment. So I kinda understand that there are not many buyers here. You might do well if there is a reversion-to-the-past pushing yield to 6% or so. But it might also languish at current price or even head lower still. I'd like to see ~1.2P/tangible and >8% yield before I proclaim it super cheap. :)
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