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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (20615)	2/7/2005 11:30:37 AM
From: Wallace Rivers	Read Replies (2) of 78740

I own AMAT and VIA.B with you. I'm currently trying to get a feel for NYT. I've been looking at it for a while, my interest was piqued even more today when I read a CSFB piece on it as a potential takeover target (with mention of several others). Many of its business lines are soft, yet I like the fact it is trading near the low end of its range, and I like its broad portfolio of media and other properties - if you're a Red Sox fan like I, you gotta love the minority interest (I think 17%) in the World Series champs! It has a decent dividend yield, as well. Anyone with further insight on NYT?

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