The RESI10 PE ratio is trading near historically low PE ratios. Inflated earnings or buying opportunities? Surely market volatility is going to offer entries again. The question is, from an investment perspective, which constituents are the best choices. My analysis points to LON and AGL... http://investworx.blogspot.com/
KIO & ASR are not in the RESI10. Just finished analysing the constituents against their 10 year background last night. EXX is a difficult one - trading at historically very high Operating Profit Margins and ROCE. Momemtum in its favour, but earnings below expectations likely lurking in the not too distant future. LON is trading at unprecedented low P/NAV levels - piquing my interest.