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Strategies & Market Trends : Value Investing
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To: porcupine --''''> who wrote (7127)5/12/1999 12:45:00 PM
From: Mike 2.0  Read Replies (1) of 78464
 
Yo Porc, very interesting post. Curious why DIS is not included in your Dow Value Portfolio. Disney may be arguably the mother of all net content companies and has the requisite net investment in Infoseek. Losses in Infoseek which are consolidated into Disney's results result in a screwy PE but Disney in fact seems undervalued. Worth did a write up recently and now that I have just mentioned it, DIS is now on my watch list (hold your applause Mr. Eisner :-)

Mike
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