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Strategies & Market Trends : Value Investing
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To: MCsweet who wrote (5246)11/8/1998 3:30:00 AM
From: Paul Senior  Read Replies (1) of 78918
 
McSweet: I try never to predict earnings or use analysts' estimates of future earnings. You will notice my post only talks of PAST earnings. But the trend of earnings is up. (I define a trend as 7 points in the same direction.)

I believe we all define value a little differently. Nevertheless, I'll guess that not many people here on the value thread think that Mr. Buffett is a value investor as they define value investing. (Maybe he once was, but not now.)

To me, buying a company below some level of its intrinsic value (evaluated by using p/bv or psr company history or industry comps, and some other measures)-- that is certainly is a form of value investing.

I do not require increases in revenue to be the driver to get to higher stock prices in all cases. For example, some investment categories that are generally considered 'value investments'-- net-nets, hidden assets, and temporarily depressed prices -- do not require 'growth in revenue' to be 'relied on foremost'

Thanks for response on MGIC. Paul Senior
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