Login
Manage Portfolio
Post a StockTalk
Write an Instablog
Get Daily Email Alert
Seeking Alpha
Home
The Macro View
Stocks & Sectors
Global Markets
ETFs
Investing Ideas
Breaking News
Transcripts
Business Intelligence
Nick Gogerty
»
Comments
»
CF
Nick Gogerty
107
Followers
2
Following
You are currently following Nick Gogerty
Stop Following
You are no longer following Nick Gogerty
Profile
Articles (57)
Comments (314)
What's Wrong with Today's Value Investing?
[
View article
]
first screen set was <25 PE. Since when is a 4% yield (25 PE) in a 3-4% inflationary environment value investing? The first screen assumes a risk premium that is too low for equities.
Jul 02 10:47 am
|
Rating:
0
0
|
Link to Comment
More on CF by Nick Gogerty
Articles »
Instablogs »
StockTalks »
Comments by Ticker
AAPL
,
ABAT
,
ABK
,
ABT
,
ACPW
,
ADBE
,
ADM
,
ADRE
,
AGG
,
AGII
,
AIG
,
AIXG
,
AKAM
,
ALTI
,
AMAT
,
AMD
,
AMP
,
AMT
,
AMX
,
AMZN
,
AN
,
APC
,
ARRS
,
AVR
,
AXP
,
AXPW.OB
,
AZ
,
BAC
,
BAGL
,
BAX
,
BCON
,
BEAS
,
BID
,
BIDU
,
BIK
,
BIL
,
BK
,
BLERF.PK
,
BLV
,
BNI
,
BP
,
BRCD
,
BRK.A
,
BRK.B
,
BSC
,
BSV
,
BWEN.OB
,
BWX
,
BZF
,
C
,
CA
,
CAF
,
CBAK
,
CBS
,
CCGY.OB
,
CDNS
,
CEE
,
CF
,
CGW
,
CHP
,
CMCSA
,
CME
,
CNA
,
CNY
,
COLM
,
COP
,
CPN
,
CREE
,
CRESY
,
CRI
,
CRM
,
CROX
,
CSCO
,
CSIQ
,
CSUN
,
CSX
,
CTX
,
CTXS
,
CVA
,
CVS
,
CVX
,
CY
,
CYB
,
DB
,
DBA
,
DBC
,
DBO
,
DBV
,
DDM
,
DECK
,
DELL
,
DGP
,
DGSE
,
DGX
,
DHI
,
DIA
,
DIG
,
DIS
,
DISCA
,
DJP
,
DMM
,
DST
,
DT
,
DTV
,
DVN
,
DZZ
,
EBAY
,
EEM
,
EFA
,
EFV
,
EIS
,
ENER
,
ENOC
,
ENS
,
EQIX
,
ERO
,
ETR
,
EU
,
EWA
,
EWC
,
EWD
,
EWG
,
EWH
,
EWI
,
EWJ
,
EWL
,
EWM
,
EWP
,
EWQ
,
EWS
,
EWT
,
EWU
,
EWW
,
EWY
,
EWZ
,
EXH
,
EXPE
,
EZA
,
F
,
FAST
,
FISV
,
FMCN
,
FMS
,
FNM
,
FRE
,
FSLR
,
FUD
,
FXA
,
FXB
,
FXC
,
FXE
,
FXI
,
FXY
,
GCI
,
GCO
,
GCTAF.PK
,
GDX
,
GE
,
GEOY
,
GFA
,
GHS
,
GIS
,
GKA
,
GKB
,
GKD
,
GKM
,
GLD
,
GLW
,
GMF
,
GMGMQ.PK
,
GML
,
GOOG
,
GRU
,
GS
,
GSG
,
GUR
,
HANS
,
HBI
,
HEV
,
HLX
,
HMA
,
HPJ
,
HPQ
,
HRZ
,
HTM
,
HYG
,
IAU
,
ICE
,
ICF
,
ICI
,
ICN
,
IEF
,
IEI
,
IEO
,
IEV
,
IEZ
,
IFN
,
IGE
,
IGT
,
ILF
,
INP
,
INTC
,
IPE
,
IVE
,
IVV
,
IVW
,
IWD
,
IWN
,
IWS
,
IWV
,
IXC
,
IXG
,
IYE
,
IYF
,
IYR
,
IYZ
,
JASO
,
JCP
,
JJC
,
JJG
,
JNJ
,
JNPR
,
JPM
,
JW
,
JWN
,
JYF
,
K
,
KBE
,
KEY
,
KFT
,
KO
,
KSS
,
KSWS
,
KWT
,
LEE
,
LEH
,
LEN
,
LINE
,
LLNW
,
LMDIA
,
LQD
,
LUX
,
M
,
MA
,
MBI
,
MCO
,
MDC
,
MEG
,
MELI
,
MER
,
MGM
,
MHP
,
MIL
,
MIM
,
MMGW.OB
,
MNI
,
MNT
,
MON
,
MOO
,
MRVL
,
MS
,
MSFT
,
MSM
,
MVV
,
MXWL
,
NFLX
,
NILE
,
NKE
,
NOK
,
NRG
,
NSM
,
NTES
,
NTRS
,
NUE
,
NVDA
,
NWS
,
NWSA
,
NYT
,
NYX
,
ODP
,
OIL
,
OPTT
,
ORA
,
ORCL
,
ORLY
,
OSG
,
OXY
,
PAF
,
PBD
,
PBW
,
PCG
,
PCLN
,
PCX
,
PDLI
,
PEIX
,
PERY
,
PFF
,
PG
,
PGJ
,
PHG
,
PHM
,
PIO
,
PKB
,
PTR
,
PUW
,
PVH
,
Q
,
QCOM
,
QLD
,
QQQQ
,
RATE
,
RCL
,
RDS.A
,
RF
,
RHT
,
RIMM
,
RJET
,
RJF
,
RL
,
ROM
,
RS
,
RSX
,
RTN
,
RXL
,
RZ
,
S
,
SAA
,
SAI
,
SAP
,
SATS
,
SBAC
,
SCHW
,
SD
,
SDS
,
SHOO
,
SHV
,
SHY
,
SI
,
SIG
,
SKF
,
SNE
,
SNP
,
SPF
,
SPIR
,
SPWRA
,
SPX
,
SPY
,
SSO
,
SSP
,
STI
,
STP
,
SYMC
,
T
,
TAN
,
TAO
,
TDC
,
TDG
,
TGT
,
THD
,
THRX
,
TIF
,
TIP
,
TIVO
,
TLO
,
TLS
,
TLT
,
TLVT
,
TM
,
TOL
,
TRMK
,
TRN
,
TSL
,
TUR
,
TV
,
TWX
,
TXN
,
UAG
,
UBS
,
UCC
,
UDN
,
UFS
,
UGE
,
UKF
,
UKK
,
UKW
,
ULBI
,
UMM
,
UNG
,
UNH
,
UPS
,
UPW
,
URE
,
URS
,
USB
,
USD
,
USL
,
USO
,
UTX
,
UUP
,
UVG
,
UVT
,
UVU
,
UWM
,
UXI
,
UYG
,
UYM
,
V
,
VEA
,
VEU
,
VG
,
VIA
,
VLNC
,
VMW
,
VNQ
,
VSUNQ.PK
,
VTI
,
VTV
,
VWDRY.PK
,
VWO
,
VZ
,
WAMUQ.PK
,
WB
,
WFC
,
WFT
,
WLP
,
WMT
,
WPO
,
WPS
,
WSC
,
WSDT.PK
,
WWW
,
WYE
,
XES
,
XHB
,
XIDE
,
XLB
,
XLE
,
XLF
,
XLI
,
XLK
,
XLP
,
XLU
,
XLV
,
XLY
,
XOP
,
XRT
,
XRX
,
XTO
,
YGE
,
YHOO
,
ZBB
,
ZEUS
,
ZLC
Nick Gogerty's
Comments Stats
314 comments
Rating:
67
(85
-
18
)
What's Wrong with Today's Value Investing? [View article]