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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (23701)4/11/2006 3:53:28 PM
From: E_K_S  Read Replies (2) of 78814
 
Hi Paul Senior - I started a small position in WON today which you mentioned here last week. The Motley Fool says avoid but I like the free flow cash and think with the elections coming up, ad spending on radio will be higher.

Westwood One to Avoid
By Vitaliy Katsenelson, CFA
April 6, 2006
fool.com

I am also looking at starting a small position in CBS but will watch as it may go a bit lower on any market sell off.

Presently I have no media stocks in the portfolio so these two companies (WON & CBS) provide a good balance with my Comcast holdings.

EKS
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