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Strategies & Market Trends : Fundamental Value Investing

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To: E_K_S who wrote (1901)	7/15/2012 5:32:23 PM
From: Sergio H	Read Replies (1) of 4719

EKS, thanks for your entry. I have three questions about VZ and a suggestion about our portfolio endeavor. VZ has a negative tangible book value, so it is not a true Graham value. Does negative tangible book have any consideration in your evaluation? VZ recently changed its pricing structure. Do you think this will have any impact on its market share? One more trend that was not mentioned in Clownbuck's article is that more and more people are looking for alternatives to two year service contracts with their mobile carrier.Do you think that a viable alternative to this practice would have implications on the earnings forecast for VZ? And my suggestion is that we really should break down all of the candidate stocks that have been offered. Maybe we can evaluate each stock once the nomination period is over?

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