Tuesday, December 25, 2012
Sunday, July 1, 2012
David Dreman Contrarian Strategies
The basic tenets of David Dreman's Contrarian Strategies
1) low p/e
2) low p/b
3) low p/cf
4) low p/div yield
1) low p/e
2) low p/b
3) low p/cf
4) low p/div yield
Saturday, June 16, 2012
JDSU
As we can see, JDSU is entering a rough patch where profit margins are squeezed. Their 12 month EPS is negative. And if the economic climate is expected to further detoriate with Europe's woes, this would result in lower forecasted profits. Management might initiate restructuring to reduce fixed costs in a bid to prevent further depleting current cash position. However, it could be noted JDSU's balance sheet still look very healthy with manageable debt. But it all depends on the marco economic situation now for them.
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