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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (62110)	6/8/2019 1:29:32 PM
From: Spekulatius	of 78714

CMCSA is one of my largest positions. I haven’t sold shares since I established it last year. I think they continue to execute very well and as long as the stock is fairly valued, I will keep it. I did sell my LBRDA and most of my CHTR and my stub in DIS as they ran up. Bought a bit of FOX, as I like their focus on live shows. Stock looks cheap and in terms of programming they basically own catering to the right. The renewal of NFL rights in 2022 is a concern though. I also sold more economically sensitive stocks like WRK, COF and some microcaps, as I me getting more concerned about the economy. I added some MegaCable (Mexican cable co) in the Mexican stock market as a secular growth play.

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