SI
SI
discoversearch

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.
Technology Stocks : News Corp (NYSE:NWS) or Murdoch vs. Gates
NWS 29.77+0.5%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: esecurities(tm) who wrote (36)8/26/1997 5:50:00 PM
From: men mailman   of 67
 
NEWS CORP vs TIME WARNER

I am looking at the merrit of investing in News Corp (nws) 17 7/8 vs Time Warner. 51 3/4

Nws is at an all time low and has much more value to it.

1) According to Value Line TWX is so highly leveraged it only has 2% of its capitalization for the common shareholders, with the rest for debt & preffered. TERRIBLY OVERLEVERAGED

Wheras NWS has 61% of its capitilazion for the "common shareholders".

2) nws is expected to earn $1.45 PER SHARE in 98 (an 11x eps multiple, the best in the industry) or over 1.5 billion net, whereas twx is expected to lose money

3) nws has just initiated a 1.3 billion dollar buy back of its prefferd shares.

4) nws is basically at an all time low wheras twx at an all time high. It is only time before Wall street will get on the band wagon. JP MORGAN UPGRADED A WEEK AGO.

5) twx has NO TANGIBLE book value whereas nws has $10 a share and is trading at 17 7/8

6) nws has 3.6 bil. cash.

I also spotted some big buying in the stock in the last 2 days.

In studying nws I can see a breakup value of $40-50 per share, and looks like one of the most undervalued in this industry. It is also a blue chip stock with little risk and great reward potential
IMHO

trl38
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News