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Strategies & Market Trends : Value Investing

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To: cfimx who wrote (29078)	11/25/2007 7:28:40 PM
From: Paul Senior	Read Replies (1) of 78751

"subscription television (as a group)". Not sure what stocks you are referring to that comprise this group. Some cable and pay tv companies, hardware and content companies, seem undervalued to me at current prices. Not sure I'd call them bargains though in this market. Fwiw, I still hold and like Mr. Malone's various Liberty companies. I have TWX which I don't like, but which I may add to at current price. NWS maybe a couple points lower. Or DIS. Out now of SSP, DISCA.

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