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Strategies & Market Trends : Value Investing

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JohnyP

To: Madharry who wrote (71248)	11/21/2022 8:01:36 PM
From: E_K_S	1 Recommendation Read Replies (1) of 78648

Started small position today in Paramount Global Cl B (PARA). Buffet has been buying shares. What attracted me to this is they continue to generate positive Free Cash Flow. One of the metrics I use now is Price/cash flow. The Price/Cash flow is an incredible 0.74x !. (NOTE: I have been buying stocks when Price/Cash Flow is 4x.) Look at the quarterly Free Cash Flow here Cash Flow took a huge hit in their 9/2022 quarter as did many of the streaming companies that rely on add revenue. PARA also takes a big hit to their cash flow from Debt repayment so if/when they pay that down (w/ cash flows), these FCF s/d grow. PARA pays a 5.14% dividend. My Buy was small as I want to monitor this company w/ larger Buys if/when this sells off and will buy in size below $17.50/share which s/d be below what Buffet paid. Also, Buffet continues to add to his PARA position which s/d limit the downside. I sold most of my WBD shares that T spun off. Those have been a disaster. Hopefully Buffet finds value in PARA. I do like their FCF but that must stay positive and grow or I will close the position.

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