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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Wallace Rivers who wrote (25103)	10/23/2006 5:35:58 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78717

Wallace Rivers, about LM. Now THAT is a buy for me at current price. Thanks for mentioning. I'm not worried about integration of acquisition, lower than expected earnings, continued earnings decline. I buy these on AUM (assets under management). On that basis, in 15 seconds looking at AUM:market cap., I can say it's for me. I'll take a little and beef up position if I confirm that not too much of their AUM are with fixed income funds. AUM like bonds aren't nearly as valuable as stock funds where fees are so much greater.