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


To: Paul Senior who wrote (44893)10/23/2011 4:42:26 PM
From: Sergio H  Read Replies (1) | Respond to of 78742
 
<The stocks I mentioned there: either good distribution payers, value stocks on usual metrics, reversion-to-mean candidates or combo. AMG: I value asset managers on assets under management. My sole criterion is: under 2% aum and the stock is a buy.>

Hi Paul. Would you explain "reversion to mean candidates." Do you mean on price? And for AUM, where do you find this ratio for a particular stock?

I have been looking further into ESGR and found that you posted similar information on AKRE way earlier. Cool!

Thanks,

Sergio