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

To: Paul Senior who wrote (18830)3/8/2004 11:45:44 PM
From: Spekulatius  Respond to of 78715
 
Telecom buys - XOCM, GLBC ?
Are there any values in the beaten up telecom sector. Conventional wisdom would suggest there should be value in one of these post bankrupty plays. I am looking at GLBC and XOCM but business looks still pretty dire there - both companies are loosing money, revenues are shrinking.

For GLBC the valuation looks as follows: 22M shares aoutstanding x 30$/shares is around 660M$ market cap , not too expensive for a business that still has 3B$ in revenue, but about 220M$ loss.
Does anybody have an convincing argument which stock to buy?



To: Paul Senior who wrote (18830)3/11/2004 12:00:27 PM
From: Paul Senior  Read Replies (1) | Respond to of 78715
 
A previous mention I made of an NTE trade was wrong. I meant symbol NITE. Today though, I am adding a few shares to my relatively large NTE position.

Good profit margins, good roe, good growth. Relatively high p/sales though, imo. Forward p/e attracts, assuming they can continue to deliver the earnings performance.

finance.yahoo.com


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