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

To: Charles2185 who wrote (53833)	4/29/2014 5:02:16 PM
From: Paul Senior	Respond to of 78673

More on TRW: In today's outlook, the company said it expects 2014 to be at least as good as 2013. This first quarter was a good one: finance.yahoo.com. With roe over 20% and p/e about 10. I'll go with that. Of course, it's a cyclical business, so it is possible that the stock anticipates a downturn in business. Which would mean, or might mean, that the stock is a trap at current price. Otoh, info you provide lacks any substance: I don't know about hedge funds, let alone being able to separate smart ones from any other. As for bailing out of auto stocks, I don't know if that refers to exiting entire positions in all auto stocks or maybe just one like GM because of its safety problems. I don't know that private households have less access to credit. If they are undergoing deleveraging, I don't know if that's complete or not. If they've deleveraged, they have more money to spend -- if they choose to, I would assume. And that could be a positive. Finally, if households in general are deleveraging, I would want to know how that results in less total spending in the economy. Because the offset might be that more households are being formed because more jobs being created. Ah well. Perhaps I don't see as far or as well as you do. You could be right to avoid. I'll continue to hold my position.