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  • REITs: Spreads as Wide as a '70s Necktie [View article]
    Lowest != most attractive.

    This column is like a written version of CNBC. All bottom calling all the time.
    Nov 12 19:51 pm |Rating: 0 0 |Link to Comment
  • It's a Great Time to Be a Value Investor [View article]
    All of these "bottom fishing" or "value" articles fall into the exact same trap: Your stats are entirely reliant on future performance looking like past performance (i.e. for dividend yield you need the dividends to continue in the same fashion -- FAR from guaranteed).

    Most of the other articles focus on P/E ratios, which E is totally unknowable making the entire "value" argument moot.
    Nov 11 17:40 pm |Rating: 0 0 |Link to Comment
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