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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (22754)12/20/2005 10:33:13 PM
From: Spekulatius  Read Replies (1) of 78523
 
re DIS, i agree that the stock is not cheap. A 1 $ FCF for a 25$ stock is a 4% FCF yield. I believe that VIA.b will have close to 1.9$ FCF which is equivalent to 5.7% yield. VIA is a much better value based on this important metric.I don't think that DIS and VIA have much different growth prospects going forward. That said, i would be taking a nibble at DIS below 23$.
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