Tuesday, December 28, 2010

Interview with Kai Petainen




Take academic research, use anomolies that they find
Want a value story.  Looks for:
Low P/E
Low price to book
Low price to cash flow
Want some growth, but not too much growth
Insiders buying stock
Institutions buying stock
Earnings quality

Want investor recognition so stock price will go up.  Want stocks that growth funds, and value funds will want to own.

Don't look at charts
Don't look at news, or press releases or even what "widget" the company makes.

Be critical
There is more too life than money - go to the national parks

No comments:

Post a Comment