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

To: Paul Senior who wrote (23355)	2/14/2006 7:11:09 PM
From: muwis123	Respond to of 78519

CD - I will join you on that trade. I think this is a stock where you have to hold your nose and buy it. The market is pretty pessimistic about its prospects and discounts much of the risk. It seems all of their business have significant overhangs that might impact sales. For the rental cars, it is high gasoline prices, for its travel business it is bird flu and terrorism, and for its brokerage business, it is the real estate bubble. Things can only get better from here (I hope). BTW - I also saw that Morgan Stanley's analyst has come out defending the stock saying that CD has an attractive risk/reward profile with 40% upside.

To: Paul Senior who wrote (23355)	2/16/2006 12:52:30 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78519

EXPE did have a hiccup too. Earnings for the quarter of 20c (versus 26c estimate) could give me an opportunity to add to my position below 20$ if i so desire <g>. CD is getting interesting as well. 2B$ of FCF with a 15B$ market cap is nothing to sneeze at, although I suspect that FCF will be lower next year as well. Real estate and RE lending will be a much tougher business for many years to come, so even at todays prices I find CD only mildly interesting. I plan on having a sharp look at the CD offspring after the split. In the meantime, i put some fresh money into TYC today a a little over 25$ spe(k>ulating that the split will reinvigorate management. I am still smarting i sold my few shares of HSP after the spinoff, which i considered and inferior stock to ABT, so in some cases spinoffs and splits do indeed work well.