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


To: Spekulatius who wrote (47606)5/9/2012 4:51:46 PM
From: Paul Senior  Respond to of 78958
 
AAR (AIR): You ask good questions about AAR for which I have no answers. And your concerns may be valid.
You might be right to avoid: AAR has now received this downgrade:
thestreet.com

I am buying this stock for a reversion-to-mean play. With the stock at .64x stated bv, and this p/bk number being much higher on average in nine of the past ten years, I'll bet (small) on a recovery to norms within 18-24 months. Low p/e, low psr give me a little more confidence.

Added to my few shares today. Will add more (small) as stock continues to fall.

finance.yahoo.com