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Reading Roundup - Rodriguez, Weitz, and Howie French, LLP

Articles I've recently read with my comments in italics, and other miscellany:

FPA's Robert Rodriguez Likes Cash, by Gregg Ggreenbergg.

"We screen on a number of variables including price to book, price to cash flow, price to earnings, market cap to revenue. We also do screens on leverage ratios and debt coverage. And what our screens keep turning up is the lowest number of qualifying stocks in years. And this has been the case now since January of 2004."

Q&A with Wally Weitz

"We've... been finding several new ideas, primarily in companies suffering from the usual assortment of temporary woes -- quarterly earnings disappointments [Tyco], skepticism about the potential of a turnaround or allegations of legal and accounting misbehavior [AIG]. We've also found some genuine 'growth' companies available at their most reasonable price levels in years. [Wal-Mart]"

both via vinvesting.com

Howard French's A Glimpse of the World ... Howard lives in Shanghai and writes for the New York Times. He also has the wonderful habit of copying and pasting full text articles onto his site, which makes me think he has been living in China a good long time.

Posted on September 20, 2005 at 7:30, GMT

Dow Jones - AIG Commodity Index

Crude oil and natural gas make up more than a quarter of the weighting of this index. It looks like it's about to make another new all-time high. If it looks like inflation, walks like inflation, and quacks like inflation, then....

Dow Jones - AIG Commodity Index, Monthly Chart

Posted on September 20, 2005 at 7:00, GMT


	Tuesday, September 20 Reading Roundup - Rodriguez, Weitz, and Howie French, LLP Articles I've recently read with my comments in italics, and other miscellany: FPA's Robert Rodriguez Likes Cash, by Gregg Ggreenbergg. "We screen on a number of variables including price to book, price to cash flow, price to earnings, market cap to revenue. We also do screens on leverage ratios and debt coverage. And what our screens keep turning up is the lowest number of qualifying stocks in years. And this has been the case now since January of 2004." Q&A with Wally Weitz "We've... been finding several new ideas, primarily in companies suffering from the usual assortment of temporary woes -- quarterly earnings disappointments [Tyco], skepticism about the potential of a turnaround or allegations of legal and accounting misbehavior [AIG]. We've also found some genuine 'growth' companies available at their most reasonable price levels in years. [Wal-Mart]" both via vinvesting.com Howard French's A Glimpse of the World ... Howard lives in Shanghai and writes for the New York Times. He also has the wonderful habit of copying and pasting full text articles onto his site, which makes me think he has been living in China a good long time. Posted on September 20, 2005 at 7:30, GMT Dow Jones - AIG Commodity Index Crude oil and natural gas make up more than a quarter of the weighting of this index. It looks like it's about to make another new all-time high. If it looks like inflation, walks like inflation, and quacks like inflation, then.... Dow Jones - AIG Commodity Index, Monthly Chart Posted on September 20, 2005 at 7:00, GMT Previous Entry >>> Checking on Toll Brothers		Home Archive © 2000 - 2005 Chairman MaoXian