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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (23561)3/18/2006 11:54:18 AM
From: E_K_S  Read Replies (1) of 78744
 
Hi Spekulatius - Thank you for your list. I already own INTC and CVX. INTC is my most recent purchase and I believe the down side risk is small. I own CVX from the Texaco days. That was one of the best value plays at 10 PE and a 5% dividend. My original purchase was in the 1980's and I have added more shares from time to time.

I like the business of ALCO but I have a hard time finding the "value" proposition from their current business operations. I may be missing something but according to Yahoo the PE is 49, they carry $8.00/share in debt, revenue growth is negative and both their price/sales (5.81) and price/book (2.25) do not signal a screaming buy to me. Could this be a real estate play and/or a turn around situation?

I have not followed the CBS & VIA story like you but believe that this is an area worth more investigation. It's hard for me to wrap my hands around a good pure "value" play in this sector. I own Comcast (CMCSA) (cable, ISP & VOIP) who is also in talks to buy EI (a content producer). I also own some shares in the "new" T which has exposure to wireless (Cingular), landline phone (both Pots & VOIP), Video On Demand & ISP services (DSL). Neither really produce content like VIA & CBS. They currently just deliver the content. This may change for Comcast. I have been watching Disney but I am waiting for a lower price. Disney is a true content producer. VIA & CBS may help fill the gap in my portfolio. Keep on posting your opinions of each because there is lots of overlap in this sector.

EKS
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