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

To: Paul Senior who wrote (49835)	10/20/2012 11:32:33 AM
From: Spekulatius	1 Recommendation Respond to of 78462

The problem with JNS is that they continue to loose assets and that also reduces their revenues and profits. short of seeing any imminent turnaround, this is just a deteriorating business. I think they are getting killed by the move to ETF and/or low cost providers like Vanguard. Unless you can demonstrate performance, have a niche (like TRowePrice with 401k's), or well performing funds like MN or American Fund, i feel that many asset managers will loose a lot of business due to these secular trends. Certainly JNS and LM come to my mind as basked cases. If I look at forward looking metrics, neither LM nor JNS look like value stocks to me.