Yardeni. - 【CFA学习交流讨论】 - CFA论坛

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Roflnadal

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发表于 2011-7-13 15:30 | 只看该作者

Why are you discounting current P/E? And by current, you mean current Forward, correct?

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Windjam

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发表于 2011-7-13 15:30 | 只看该作者

yeah I think so too, with all those models around this one

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bkballa

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发表于 2011-7-13 15:30 | 只看该作者

1/Yardeni = FORWARD P/E... right? So if you were trying to value the market TODAY t=0 using this metric you would need to discount by 1+LTEG as CFABlackBelt said... right?

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Analyze_This

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发表于 2011-7-13 15:30 | 只看该作者

Yep. I also think you may need to discount the Current PE by 1+ LTEG to adequately compare them

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