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

To: Paul Senior who wrote (14476)	5/30/2002 5:16:32 PM
From: Paul Senior	Respond to of 78768

Cable television stocks look too beat up, imo. Even though problems abound. Adelphia may not be the only family controlled cable business where there's off-balance sheet items that come out to bite the investor. I'm not able to understand the financials of this sector or the continued lack of profits these companies exhibit. I will assume though that cash flow will increase when big capital expenditures cease (if they ever do). I'd like to bet this business will eventually come back into favor. For me, I figure the best way to play it is to buy a package. To my losing position in CHTR, I've now bought CVC, COX, and ICCI. finance.yahoo.com Paul Senior