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

To: Mr.Gogo who wrote (47700)	5/1/2012 10:13:24 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78745

I have read the Greenbackd block before, via links from other blocks I am following. What really got my attention was this one: greenbackd.files.wordpress.com 14% alpha for low PE stocks in Italy, whow...if this continues to work, imagine that a nice long (low PE) /short (market) hedge fund could make buckets of money.

To: Mr.Gogo who wrote (47700)	5/2/2012 12:31:01 AM
From: Jurgis Bekepuris	Respond to of 78745

Generalized studies IMHO are not worth much. Almost none of their conclusions are mechanically repeatable (as poor O'Shaughnessy results have shown) and there is no proof that you still outperform if you use their criterion but filter on it (or use another worse criterion and filter on that one). Isn't EBITDA/EV (part of) magic formula and also what Clownbuck uses? (Or perhaps Clownbuck uses some kind of FCF - he can correct me. :)). I look at E/EV, but perhaps I should make an effort to use OCF/FCF or similar.