Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: James Clarke who wrote (14304)	4/11/2002 5:22:27 PM
From: Paul Senior	Read Replies (1) of 78740

Jim Clarke, re: AOL. I looked to see if I can show why this stock might be of interest to a conservative value investor here. I can't find really good reasons. Stock's p/sales might/might not be reasonable; stock is possibly near book value (after the $50B write-off); breakup value might be about $30 sh. (with many assumptions, per previous posts here). Company and stock are very unpopular now. However, looking 3-5 years out, there are all those great business names and franchises that AOL has. In the past, it seems to me, Americans have considered their entertainment as a priority and have been willing to pay for that. I'm saying that AOL ought to have pricing power in some of its markets. Which is more than most companies have. At some point again, imo, people will again want to pay up for this conglomerate. jmo, Paul Senior (I added more today.)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next