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

To: Spekulatius who wrote (24068)	6/10/2006 1:27:00 AM
From: Spekulatius	Respond to of 78714

Value line link to Dow stocks FWIW :This link contains free Value line reports of all 30 DOW stocks valueline.com

To: Spekulatius who wrote (24068)	6/12/2006 12:10:01 AM
From: blankmind	Respond to of 78714

spek - i think ebay in the sub-$35 level is a good entry point - currently $30.58 - the paypal product is absolutely a profit making machine & growing every day - lots of reasons for ebay to go higher - i don't think google can touch ebay - we'll see - in summary - i think ebay goes higher - but may have to wait for earnings

To: Spekulatius who wrote (24068)	7/15/2006 12:39:35 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78714

Added some more EBAY today. Chart looks scary. Concerns due to recent departures withing Paypal, GOOG checkout and such seem overblown. Maybe growth is slowing, but some of that is certainly build in the stock already. Non GAAP (sans stock option) earnings are around 1$/share and GAAP earnings around 0.76$. my believe is that current accounting rules overstate the economic impact of stock options. 450M$ in FCF per quarter is not too expensive for a company with good prospects and a 35B$ EV. Let's not forget the EBAY -Yahoo connection that was hyped just a few weeks ago.