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


To: Spekulatius who wrote (50763)2/3/2013 10:24:07 AM
From: E_K_S1 Recommendation  Respond to of 78462
 

<<if you look at the comprehensive income or the movement in the book value YoY, it will show up.>>


That clearly explains the negative TBV (-23.92/share)

Yup, it's right there . . .



Yes those pension costs will eventually be an anchor on LMT's back. I do agree w/ you there.

EKS



To: Spekulatius who wrote (50763)2/4/2013 2:06:33 AM
From: Spekulatius1 Recommendation  Read Replies (1) | Respond to of 78462
 
Pension obligation summary for Dow Jones companies:

seekingalpha.com

The shortfalls pretty significant for companies like BA, GE and DD relative to their market cap. This leaves out some important numbers like the assumed rate of return or discount rate but it's a good start, imo.