Thursday, November 03, 2011

Richard Pzena Third Quarter Commentary: Fear and Uncertainty Create Opportu

Some interesting analysis in this excerpt... The fact that high beta stocks are relatively cheaper is interesting as is the part about return on equity staying near 12% which is what Warren Buffett wrote about in the seventies (I've linked to that article in past posts).

Richard Pzena Third Quarter Commentary: Fear and Uncertainty Create Opportu

http://www.gurufocus.com/news/150496/richard-pzena-third-quarter-commentary-fear-and-uncertainty-create-opportunity

Sent from Read It Later.

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