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

To: Spekulatius who wrote (22703)	12/3/2005 9:31:22 AM
From: Suma	Read Replies (1) \| Respond to of 78748

Heard that Warren Buffet took a large position in CMCSA... I was about to sell and held off on this news...

To: Spekulatius who wrote (22703)	12/6/2005 1:17:49 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78748

Portfolio update - Over the last few days, i sold 1/2 of my position in AIG some of my VIA.b and MSFT, the remaining 1/2 of my AVZ and my starter position in XEC. I bought a 1/2 position of ABT today and DTV and VOD recently. Overall i cashed in on stocks that have developed well in the last rally where positions were in a tax deferred account or attained LT gain status. I am holding more cash now in order to take advantage of market corrections.

To: Spekulatius who wrote (22703)	1/14/2006 1:05:59 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78748

DTV article in Forbes. I very much agree with their conclusions and I also hold DTV. I think the growth story (subscriber additions) will change to a FCF story pretty soon. The growth story didn't get rewarded, hopefully the FCF story will: forbes.com I also try to avoid content distribution (DTV being the exception) as I think that broadband will get commoditized,I also think that the DSL versus cable story is not in it's last innings yet and that cable will see a margin squeeze due to DSL. The phone companies will have a hard time penetrating the TV market in my opinion due to lack of economies of scale to buy content - the more subscriber you have, the less you have to pay per subscriber for then content. The content provider themselves should do OK but they must learn to profit from the new distribution channels (via internet, Pay-per-View). I am quite heavily invested in VIA ,L and CBS. I don't think the internet will hurt the content providers although there are risks.