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  • 8 Key Investment Themes for 2008 [View article]
    Forgot to say: this is an excellent article -- well written and thought provoking.
    Dec 31 13:13 pm |Rating: 0 0 |Link to Comment
  • 8 Key Investment Themes for 2008 [View article]
    The problem with PEG ratios is that analysts do a good job of estimating PE ratios, but put hardly any thought into growth rates. The opportunity for GARP investors is therefore to find where analysts have underestimated long term growth. Bill Miller is particularly good at this, and did particularly well in Internet stocks.

    I'd like to hear more about the growth estimates that underlie your PEG estimates.
    Dec 31 09:21 am |Rating: 0 0 |Link to Comment
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