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


To: Sergio H who wrote (44576)9/26/2011 1:14:33 AM
From: Paul Senior2 Recommendations  Respond to of 78464
 
Ah, okay. I see what you are saying about Mr. Neff and his fundamental approach at lows.

Different from my approach which you see is basically all surface analysis. If that. -g-.

If the value metrics line up, I am interested.

Sometimes I get killed. Is why I hold many stocks in different sectors. Hope my winners win more than my losers lose.

GLW? P/e is low. Psr is low. Metrics may not stay favorable if revenue and earnings decline: As you suggest, I agree Mr. Neff would have analyzed the prospect of flat panel revenue decline and the potential offset from GLW's other business prospects.