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[转贴] Risk is cheap

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发表于 2012-7-21 11:39 AM | 显示全部楼层 |阅读模式


Paul Quinsee, the chief equities investment officer of JPMorgan Asset Management, remarked in a client note last week that risk looks cheap in the stock market. He noted that the discount assigned to less-predictable companies with more-volatile stocks is wider now than it's been 96% of the time since the mid-1980s.

Valuation gaps aren't a good market-timing mechanism. But they do provide favorable entry points for the kind of long-term investing that the eager buyers of the big, defensive stocks on the 52-week-high list claim to be practicing. 


Value investor 要入场了。

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发表于 2012-7-21 12:47 PM | 显示全部楼层
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发表于 2012-7-21 09:13 PM | 显示全部楼层
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发表于 2012-7-21 09:51 PM | 显示全部楼层


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发表于 2012-7-22 04:15 PM | 显示全部楼层
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