Q: Am I correct in concluding from my calculations that investors place a lower value on GS shares than they do on firms like MS and JPM? If yes, is GS’ share price discounted because GS carries a higher risk than its peers ? For GS my calculations have ROE at 16%, and PEG at 1.25. I cannot work out ROCI— I come up with a bizarre number. What are your ratios for all these please?
Other than a high debt level, would you have concerns about GS that amateurs would not see? Is GS a reasonably good investment based on both its own projections, its actual history, and projections by the more insightful “Mike Mayo type” analysts? (I don't have access to Mayo’s research) .
I am fully allocated to financials, but that seems to be one of the few sectors that possibly has some value. Correct? I find worrying about “diversification” and “allocations” rather tiresome. Do you find time spent on “proper” allocation worth while on your own PERSONAL accounts ? Really?
Other than a high debt level, would you have concerns about GS that amateurs would not see? Is GS a reasonably good investment based on both its own projections, its actual history, and projections by the more insightful “Mike Mayo type” analysts? (I don't have access to Mayo’s research) .
I am fully allocated to financials, but that seems to be one of the few sectors that possibly has some value. Correct? I find worrying about “diversification” and “allocations” rather tiresome. Do you find time spent on “proper” allocation worth while on your own PERSONAL accounts ? Really?