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Strategies & Market Trends : Value Investing

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To: cfimx who wrote (29081)	11/27/2007 12:08:19 AM
From: Spekulatius	Read Replies (1) of 78742

Regarding media stocks - i own a little LINTA in this space, although that could be considered a retail stock (since they control QVC). My contrarian side like CMCSA and TWC the two cable companies. they trade at the lowest cash flow multiples I have seen for a while and they subscription revenues are by nature fairly safe even in a bad economy. The obvious LT problem is Fiber to the home, short term they have to fight it out with pesty satellite operators that offer very competitive HD programming. DISH and DTV looks fully valued to me and i believe a takeover of Dish through VZ or ATT does not make sense since those companies ought to be better off pushing fiber to the home.

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