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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (22295)	10/20/2005 1:36:24 PM
From: E_K_S	Read Replies (1) of 78748

Paul - I added to my Comcast (CMCSA) position today. The value I see in this company is there huge free flow cash flow but you pay for it in the PE. It is trading near a 52wk low. I also have a GTC on ACTI for a very small starter position. This will allow me to have more interest in watching the company. These types of small cap companies either do quite well or go worthless in the 10-24 month holding period I have. I guess I was a bit early on nibbling on several of the drug companies but none of these announcements were unexpected. PFE is an excellent buy at these levels if you have a 3-5 year holding period. It is my No. 1 drug holding with MRK & BMY as others I own. I also like JnJ if it goes below 55. EKS

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