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Strategies & Market Trends : Value Investing

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To: bruwin who wrote (58549)	11/23/2016 12:30:55 PM
From: E_K_S	Read Replies (1) of 78816

Maybe the new CEO will look to VOD's interest in merging/combining those assets in one or more of their markets. Last week VOD put out their interest in a press release Liberty chief: Dutch Vodafone deal probably doesn't signal more Asked whether the two companies' merging of Dutch operations could provide a template for more/bigger deals, Liberty CEO Mike Fries says "Hard to say, (but) I would probably say not." I bet market pressures make LBTYA & VOD talk more about revenue growing opportunities. This has/is already being done in the U.S. and it's just a matter of time for Europe to consolidate and expand, specifically into India. Vodafone loss doubles on India woes Maybe Latin America is where they are looking for growth. Liberty Global CEO on the Hunt for Deals in Latin America The Europe-focused cable company, backed by billionaire John Malone, is also one of the largest providers in Latin America and the Caribbean and is in a “strong operating position” in that region after purchasing Cable & Wireless Communications, CEO Mike Fries said in a phone interview. Earlier on Thursday, the company released quarterly results that narrowly missed analysts’ revenue estimates. FWIW, I own T for their interest in Latin America and expansion of Direct TV and Cell services there. I do like the sector too. LBTYA may have the most flexibility w/ the assets they have recently purchased. I still think India has the greatest growth potential in the long run. Remember value is created by management but first requires the basic assets to be located in the region than want to expand (ie Latin America vs Europe vs India). All three companies T, VOD & LBTYA may/could be good GARP plays. VOD is selling at/near's it's GN valuation. Good Investing EKS

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