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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (20737)	3/4/2005 1:26:50 AM
From: Spekulatius	Read Replies (1) of 78744

re Broadcasting/TV stocks. Decided to buy some TVL in my search for uncommon values. TVL is a TV company with presence in the US and Puerto Rico, the latter i found the most interesting after musing how the demographics favor UVN. Stock is cheap by some but not all metrics. Positives are + FCF around 70M$ for Y2004 + TVL has been reducing debt + increasing operational efficiency + revenue growth bolstered by demographics + trading near 52 week low - major shareholder controls destiny - 630M$ in debt - risk of committing capital to unproductive acquisitions - no dividend - odd years are weak years In the end i found that the FCF of 70M$ with a market cap of 900M$ appears like a good deal. I established a full position today. I also start to research other broadcasting stocks since many are trading near lows i believe there is value there. Please note that the yahoo numbers (key statistics) for TVL are off.

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