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


To: Paul Senior who wrote (39856)11/1/2010 11:00:39 AM
From: Alex3 Recommendations  Respond to of 78658
 
"These papers are not part of either Intelligent Investor nor Security Analysis. The papers range from 1930 to 1974, basically Ben Graham’s entire professional life."

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To: Paul Senior who wrote (39856)5/11/2015 10:51:38 AM
From: Paul Senior  Respond to of 78658
 
Aircraft lessors: AER reported and beat on earnings and rev's. Their large acquisition will (or should) help earnings in next quarter(s) also. Forward p/e under 10 with okay roe. Debt/equity high - as is true of all in this business. My recollection/impression is that this is a business that does well until it (suddenly) doesn't.

Stock still falls in my style box as a value. I up my relatively large position a little more here.

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