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

To: Paul Senior who wrote (22747)	12/13/2005 11:41:36 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78516

re CD - travel business can't be too bad with news like that: marketwatch.com Both EXPE and TSG have been doing well. This is a company specific issue and CD is just not executing. The idea to split up the company just after acquiring Orbitz at a premium to market value is just dump and destroys shareholder value. Going forward, my big concern with CD is that the wheels are coming of the real estate divisions which contributes 40% of the operating income. i don't have a position and won't buy until the stock goes much lower.