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

To: Lazarus who wrote (59751)	8/17/2017 5:49:25 PM
From: Paul Senior	Respond to of 78752

More adds to positions today (small amounts) Penske Auto (PAG). Relatively low p/e (9.3x vs 10yr median of 14). Relatively high ROE and relatively low p/e. My bet on Mr. Penske continues. Federated Investors. Relatively low p/e. High ROE and relatively low p/e. (Although p/stated bv is high). If interest rates rise, and if that makes money market funds more attractive, FII, with it large money market funds will do ok. Cooper Tire. CTB slightly undervalued if measured by its historical p/e (9 vs 9.6). Low p/e high roe.

To: Lazarus who wrote (59751)	8/17/2017 10:13:31 PM
From: Keith J	Respond to of 78752

Certainly some sectors (and companies) are doing better than others, but I'm not seeing any indication of recession. Atlanta Fed GDP tracker is currently well over 3% for the current quarter. ECRI indices still solidly positive. Industrial production was up in July (though autos were weak), as was Leading Indicators. KJ

To: Lazarus who wrote (59751)	8/17/2017 10:25:36 PM
From: William Cloutier	Respond to of 78752

we could be in the early stages of a recession Yeah, I don't agree (or disagree), but I would like to see this for starting deploying cash. I'm on something and I will need help for being sure It's a real opportunity, to make sure I'm not crazy :) I'll probably buy some share before posting here due to small traded volume Still searching WIll