Comments on: Emerging Markets… A Contrarian Take http://www.investmentu.com/IUEL/2009/August/emerging-markets-4.html Investment Advice and Investment Research with a Contrarian Point of View Tue, 16 Mar 2010 17:01:25 -0500 http://wordpress.org/?v=2.8.3 hourly 1 By: Bert Lindsey http://www.investmentu.com/IUEL/2009/August/emerging-markets-4.html#comment-18544 Bert Lindsey Sun, 09 Aug 2009 18:50:18 +0000 http://www.investmentu.com/?p=10286#comment-18544 "# IAfter advancing more than 20% for five straight years through 2007, emerging markets cratered 53.3% in 2008. Remember, the S&P 500 "only" dropped 37.6% last year." EM .. 20% x 5 = 100% - 53.3% = +47.7% S&P.. ??% x 5 = ?? - 37.6% = +/-??% If i had numbers for "??", i could make a judgment about what you propose. blindsey “# IAfter advancing more than 20% for five straight years through 2007, emerging markets cratered 53.3% in 2008. Remember, the S&P 500 “only” dropped 37.6% last year.”

EM .. 20% x 5 = 100% – 53.3% = +47.7%
S&P.. ??% x 5 = ?? – 37.6% = +/-??%

If i had numbers for “??”, i could make a judgment about what you propose.
blindsey

]]> By: A contrarian look at emerging markets | Stock Capitalist http://www.investmentu.com/IUEL/2009/August/emerging-markets-4.html#comment-18394 A contrarian look at emerging markets | Stock Capitalist Sat, 08 Aug 2009 22:00:05 +0000 http://www.investmentu.com/?p=10286#comment-18394 [...] ORIGINAL ARTICLE [...] [...] ORIGINAL ARTICLE [...]

]]> By: Dale http://www.investmentu.com/IUEL/2009/August/emerging-markets-4.html#comment-18377 Dale Sat, 08 Aug 2009 20:04:22 +0000 http://www.investmentu.com/?p=10286#comment-18377 Not sure about your P/E comparisons. First of all, where can we find P/E ratios of say Latin American funds, etc? You mentioned a much lower P/E ratio of the S&P 500. This is the GAAP data using 12 months trailing earnings for which I've been receiving: Barron's 143.95 Wall Street Journal 65.8 Decision Point 144 While PE ratios are not precise timing devices, they do forewarn of downside vunerabilities and risk. These unprecedented levels are scary, however, the intermediate trend as gauged by week macd indicators is strongly bullish at the moment. Is this a warning from a much longer perspective that we are still in a bear market? Not sure about your P/E comparisons. First of all, where can we find P/E ratios of say Latin American funds, etc?

You mentioned a much lower P/E ratio of the S&P 500. This is the GAAP data using 12 months trailing earnings for which I’ve been receiving:

Barron’s 143.95
Wall Street Journal 65.8
Decision Point 144

While PE ratios are not precise timing devices, they do forewarn of downside vunerabilities and risk. These unprecedented levels are scary, however, the intermediate trend as gauged by week macd indicators is strongly bullish at the moment.

Is this a warning from a much longer perspective that we are still in a bear market?

]]> By: Emerging Markets… A Contrarian Take · Stocks.ExplainedHere.Com http://www.investmentu.com/IUEL/2009/August/emerging-markets-4.html#comment-18073 Emerging Markets… A Contrarian Take · Stocks.ExplainedHere.Com Thu, 06 Aug 2009 21:15:29 +0000 http://www.investmentu.com/?p=10286#comment-18073 [...] Original post by Investment U [...] [...] Original post by Investment U [...]

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