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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (51056)	7/3/2013 2:39:31 PM
From: E_K_S	Read Replies (1) of 78482

Vodafone Group Public Limited Company (VOD) - Peeled off 50% of my VOD shares @ $28.73/share Raising cash and reducing my European exposure, I booked a small profit (for the taxable account) from the shares I bought 9/2012 @ $26.79/share. I think I can deploy the monies in other areas. I did add to my BP position at $41.36/share (in the IRA) selling some EGAS for a small gain. I still hold VOD shares bought at $25.65/share bought during the sell off in 1/2013. There is/was speculation that either VZ or T might be interested in buying all or part of VOD. However, the landscape has changed since then. VOD bought a $2B interest in a European cable franchise while VZ is rumored to be in negotiation for one or more Canadian wireless companies (Rodgers wireless was mentioned). I like the sector and own both VZ and T and would like to move the proceeds into one of these companies on any sell off. What's funny is one of my best gainers is CMCSA (current price $41.15/share) that I originally started buying in 10/2005 at $18.58/share. I never thought this was a value buy but at that time my cable bill was pretty high, so I thought I should own shares in the company. Since then, I have cut the cord and get most of my media from streaming over the internet. Watch the development of WiMax perhaps w/ the spectrum recently acquired in the Sprint acquisition. Also, INTC was mentioned as one company that wants to get into the streaming business (they have WiMax patents)and/or there is always GOOG which is one I have never owned but use their products. INTC is the better value buy and GOOG may be the best speculation (they are rumored to be developing a wireless network for delivering GOOG TV across all of the U.S.). Maybe if GOOG ever trades down to $600.00/share, I will start a position. GOOG at $886.43/share may still be a bargain but for now I will pass. EKS

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