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

To: E_K_S who wrote (23564)	3/18/2006 7:06:02 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78740

B K S regarding Value stocks - I do not care much about ALCO's operation (as long as they don't destruct value), it's the land value that attracts me. i have posted a while back on deals where they sold parcels of land, for sums that suggest that the company could be worth several multiples of their total EV if they sold out completely. INTC could be a great rebound story 1-2 years out. They have fallen behind AMD but i believe they have the means to catch up. MSFT's Vista is coming and they have a new generation of dual core chips coming that should help to counter AMD's threat. Give it some time and they will be back, hopefullky not before I rounded up my stock position. CBS and VIA are my favorite media stocks. I have been pushing them on this thread since 2003 so take this with a grean of salt. However those company's have been getting better and stronger in the meantime, through spinoff of Blockbuster, share repurchases,organic growth and the recent spift into the CBS and VIA combo. I prefer content providers over distributors as I think the latter is a commodity type business. Media stocks have been in the stock market basement for quite some time. I believe those two company's are well managed. I also believe that while broadband internet is a threat to TV and Cable, it's also a huge opportunity (see the recent buzz around CBS March madness) as the two will converge with broad band video. A few years down the road the internet players like YHOO or GOOG might take over content providers like CBS or VIA for this reason (and hopefully for a large premium). In any case the valuation is undemanding I am not that big of a fan for DIS stock. DIS most valuable property is ESPN but in reality ESPN is more a package than real content. The major leagues (Footbal, baseball)are the real content providers and will demand a larger and larger share, IMO.