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Strategies & Market Trends : Value Investing

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E_K_S
To: Robohogs who wrote (56678)1/16/2016 9:25:12 PM
From: Robohogs1 Recommendation   of 71203
 
Page 40 has interesting splits on margins that go a long way to explaining stock moves and economy. I must say midcap industrials hitting peak margins now surprised me given weakness of recovery. Large cap industrials obviously hit by industrial recession just starting and strong dollar. And pharma price gouging and HMO Obamacare gouging are nowhere to be seen.

BTW this is my usual PE site and it just updated. PEs actually look higher than last week meaning a big drop occurred in forward estimates from Birinyi.

wsj.com

Jon
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