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

To: Wallace Rivers who wrote (20682)	2/18/2005 2:46:11 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78669

Wallace Rivers, I'm also considering NYT. On some measures, it looks better than TRB, a stock in which I recently started an exploratory position: finance.yahoo.com

To: Wallace Rivers who wrote (20682)	2/18/2005 3:09:23 AM
From: Paul Senior	Respond to of 78669

Wallace Rivers, Spekulatius, fwiw, an update to my "beverage" stocks: Still have KO from discussion here last year. Also Latin American Coke and beer bottler FMX. Recently gave up last shares of CSG (7-up, Dr. Pepper, Snapple, etc.). Have BUD as stated earlier. Recently started an exploratory position in Heineken. Holding my few shares of Dean Foods (milk!). finance.yahoo.com

To: Wallace Rivers who wrote (20682)	3/14/2005 11:58:47 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78669

re NYT and other newspaper stocks (NYT,GCI,KRI,TRB) NYT seems to be the dog of the group. Trading at the lowest EV/Sales and justifiable so, since PE, Growth and FCF yield are the worst in that group. Forecasts are not much better, if i believe the analysts per yahoo. Overall, NYT seems to be a reversal of the mean play, even withing the newspaper group which is in itself a reversal to the man play. I'd say based on the fundamentals, i like TRB as a national and GCI as a regional newspaper play more. Both are more expensive on a EV/sales but cheaper on a FCF and PE basis. Overall, i prefer media plays like the broadcasters (VIA.b, TVL) more than the newspapers, since they have similar FCF yields and cash flow multiples but better growth prospects, IMO.