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

To: Spekulatius who wrote (21333)	5/18/2005 12:54:21 PM
From: Paul Senior	Respond to of 78745

EGY at current price looks good to me as well, wrong tho' I've been on this stock. I added a bit to my small position also. OT: Also added a little to my exploratory position in ACAM, a vaccine developer. finance.yahoo.com

To: Spekulatius who wrote (21333)	5/18/2005 1:17:49 PM
From: schzammm	Read Replies (1) \| Respond to of 78745

I added EGY yesterday to an already overweight position. Added NTO today to an already overweight position also. Even though EGY is energy and NTO is copper they both are very similar. NTO is profitable, net debt free and beginning to develop one of the premium CU/PM deposits. However both stocks are acting as if something might be wrong with the company. Enjoy

To: Spekulatius who wrote (21333)	5/21/2005 12:36:31 AM
From: Spekulatius	Respond to of 78745

re EGY and BDK - cashed in my 2nd half BDK (a LT hold( today. Stock has reached fair value, IMO. Also cashed in EGY for a moderate gain. Cashing - everything helps!

To: Spekulatius who wrote (21333)	6/7/2005 12:05:13 AM
From: Spekulatius	Read Replies (3) \| Respond to of 78745

re Via - added some more Via.b to my existing stash. Via & Via.b is now one of my largest positions. I believe that the impending split into broadcast/outdoors/radio and Cable/Film will unlock value. my guess is also that the slower growth broadcash segment will become a takeover target. Via as a whole is trading at an 10.5 EBITDA multiple - the slower growth part will get at least tght multiple itself and the Cable segment should trade at a 14-15x. With Redstone in charge Viacom never was a potential acquisition target, but he is 80 now. I believe that the market undervalues Viacom asset and plainly ignores that at least parts of the new Viacom entities may become a target rather than an acquirer. I see reasonable upside potential and minimal risk.