Replies to post #33552 on A.I.M. Users Bulletin Board (AIMUSERS)

[karw]

Hi Grabber,

"Now is the time to look for top-choice stocks trading at hamburger valuations."

Having looked at Free cash flow/Owner Earnings as a valuation criterium to find contrarian/low valued stocks, also looked at Aptus ValueSelector criteria, Toms timeliness, and a few others, the question pops up: what selection criteria do you use to select your stocks?

Best regards,K

[Adam]

Hi Steve, I was following his argument about correlation because of the the growth of ETF's, but then he goes on how this is a good opportunity to buy "good" stocks like IBM, MSFT and INTC. That's fine I own some INTC so let him make the case and he probably as well. But the second statement just does not follow the first. And we all know that a good company does not imply good stock.

Adam