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

To: J Mako who wrote (45463)	11/15/2011 2:45:50 PM
From: E_K_S	Read Replies (2) \| Respond to of 78702

Hi J Mako - When you analyze your value candidates do you take into account the possibility of unfunded pension liabilities? I guess it only pertains to the old companies that may still have some sort of pension obligation(s) for their current and/or recent retires. I was looking at some of the defense contractors (as Buffet and his group bought a small position in GD) but was wondering if many of these older defense contractors and/or suppliers to the defense industry might have unfunded pension liabilities that would reduce their future value. finance.yahoo.com Didn't know if you even take into consideration any of these potential problems or is it already typically disclosed somewhere (like in the YAHOO Finance summaries). Clownbuck brings this issue up from time to time. My preference is to just not invest in any company that may have such an issue but I generally do not even screen for it any more. What's your take on it? EKS