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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (55812)8/8/2015 10:33:14 AM
From: Spekulatius  Read Replies (2) of 78628
 
recent buys/ adds are:

DISCK, SNI, NOV, OKE, UTX
In particular the media companies look cheap to me, assuming that the concern about cord cutting is overblown. SNI and DISCK are very strong franchises and I think they are also small enough to get bought out eventually by larger players.
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