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

To: Paul Senior who wrote (19341)	6/24/2004 1:59:54 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78748

Paul, if it needs to be an Auto stock, I would probably choose NSANY as well. Big caps, that might be a good value are VOD, ViaB and WYE. VOD has negative earnings because of depreciation charges for the wireless licenses (especially the 3G licenses for which they overpaid) the stock has a FCF yield around 7% however. Viacom trades at its lower range of its (rich) historical valuation range. WYE still has to put the Fen-Phen issues behind them but business is strong and valuation not demanding. I own some ViaB but not VOD and WYE at this point.