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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (58543)	11/23/2016 2:50:01 PM
From: CitizenKane	Read Replies (1) of 78817

Re: LBTYK The cable industry is a good sector. There is a lot of cash flow. There are barriers to entry. There is no room for much competition. It is a sector that is little dependent on economic conditions. Malone is the best in this sector. There are opportunities for growth, LBTYK can still buy companies. However the company has a financial leverage of 8.7 which is a lot. There is a political risk with Europe. In recent years, populism has been at the gates of power. The trend is towards a return to borders and protectionism. I do not know if the euro still has a great future. I'm not optimistic for the next 50 years. The European economy is not expected to have strong growth. But I do not think that in the next few years there will be real risks for LBTYK. I think LBTYK is a good buy. Enterprise Value/EBITDA is 8.35 and Price/FCF is 9.7

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