Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (14296)	4/10/2002 6:38:41 PM
From: Dale Baker	Read Replies (1) \| Respond to of 78728

I haven't crunched the numbers in AOL because I don't play many big cap stocks; but even at $20, AOL trades at more than 12x EBITDA with uncertain growth prospects. More important, stocks like AOL only go down when the major funds are dumping the shares. Individual investors don't stand a chance fighting the tape when the weight of Wall Street is pulling a stock down. If you have a long-term horizon AOL may be a decent buy right now. I would much rather put money into mid-caps and small caps at much lower multiples.

To: Jurgis Bekepuris who wrote (14296)	4/10/2002 11:46:47 PM
From: James Clarke	Read Replies (3) \| Respond to of 78728

Somebody want to break new ground and post something I and many others on this thread might be interested in? Value AOL/Time Warner as a conservative value investor would. My gut says it is still early, but I could be wrong. AOL is an annual report I want to spend some time with when I get some time to look at investment ideas I can't buy professionally. (remember I'm a small cap value manager, which hasn't been a bad thing recently). I'll give the thread one to look at which is more like what I used to post on this thread in the past. A net-net with something else going for it (this one has been consistently profitable for more than a decade with things probably getting better in their business). Ticker is FRD. Appreciate any thoughts. I'm thinking this is a $4 stock with very little downside risk.