Don:
My opinion is get the cable modem, you will like it. But dont be fooled by the download speed best I get is 80kbytes/sec. Also, (and correct me if I am wrong) be aware that as the cable company loads up, the speeds go down. Limited bandwidth on the cable.
Also, if you think about it, it is highly unlikely that VOD will be a threat in the next 5 years. Bandwidth isnt their yet, (although that depends on level of video compression viewer will tolerate) and the cable companies are cash strapped so investment in increasing bandwidth isnt likely soon. imho
Finally, I dont confuse press releases with balance sheets. However, if the company releases information that is material I see no reason not to include it in the analysis. I do appreciate your commentary on Movi, however as it has caused me to take a more critical look at their inventory and method of accounting for the same.
On the value front, one stock I like is HKF, hancock fabrics. Insider buying, stock buybacks, generates decent amount of cash and earnings and trades, near book. Although they have some debt, it looks like they are making serious inroads in paying it off. Any thoughts on this one ? I am long and will increase position on weakness.
thanks |
