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


To: Madharry who wrote (29033)11/18/2007 10:58:43 PM
From: Brendan W  Read Replies (2) | Respond to of 78515
 
I have not increased FNF or FIS, but still hold. I have increased FAF and started LFG. My sense is FAF is disproportionately cheaper than FIS/FNF (look at EV/Sales). LFG is a whole nother story. The quality of the operation deserves lower multiples but at 67% discount to book value and six year low it interests me.

stocks mentioned:
finance.yahoo.com