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

To: Paul Senior who wrote (28059)9/13/2007 3:58:58 PM
From: Wallace Rivers  Respond to of 78704
 
I think it is I who first mentioned LM to the thread, still haven't pulled the trigger. I believe long term you'll be fine. If nothing else, I think it may be a target for a bigger player. I also think it is still an above average operation.

FWIW traded out of JNJ today at 63.16, I've had good luck trading this one. Looking at LUV, despite high fuel prices. Still 90% hedged at $51/barrel through this year, although the hedges will become less effective as time progresses. Also still looking at HOG, warts and all.



To: Paul Senior who wrote (28059)9/17/2007 12:26:16 AM
From: Spekulatius  Respond to of 78704
 
LM, sadly has not done well. I bought more recently. Even more disconcerning, i do not know what's wrong with LM, maybe Bill Miller talking about his investments in housing stocks?

It seems to me that LM is then cheapest asset manager around, based on EV/assets under management and PE. I am tempted to go into an overweight position with that one.


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