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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (18848)3/10/2004 8:55:27 PM
From: Spekulatius  Read Replies (2) of 78516
 
Portfolio update - sold UTSI bought VIAb
Stopp loss order @ 30$in UTSI ridded me of my small position in UTSI, adding to my abysmal trading record as of lately :-(.
Bought VIAb @ 37.56$. In between J. Jackson's undecent and DISH networks lack of exposure, VIAB has been trading down lately. I hope that both players come to their sense and VIAb will be trading higher. Viacom is the best company in the media business, IMO. Current FCF yield of 4.5% and earnings and revenues should increase due to ad rebound. Stock is not cheap but not expensive either, IMO.

Looking to add more VIAb, ABC, BDK if they fall further.
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