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

To: Spekulatius who wrote (24104)	6/13/2006 10:53:15 PM
From: E_K_S	Read Replies (2) \| Respond to of 78715

Hi Spekulatius - Are you looking to get back into CBS at lower prices or do you think it is over valued and not one for favorable long term returns? What do you think of Intel at these levels. I have a starter position I acquired a few months ago at $20 and was looking for another position in the $15-$16 range. I guess I had a chance a few days ago but I think it may test it's low around $15 given all their bad news recently. I love when we get these extended sell offs as many of the good stocks get hit as well as the over valued ones. You do take a short term hit in the portfolio but if you have a good money management system and peel off a portion of your gains when the market is near it's highs and redeploy them as the market corrects, it provides you the chance to pick up some good cheap assets. EKS FWIW Doubled up on DRYs today as it nears another all time low. Will consider selling after the dividend and 31 days have passed to at least establish a lower cost basis on my previous shares purchased. The 8.5% dividend is not too bad either.

To: Spekulatius who wrote (24104)	7/18/2006 1:38:33 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78715

Media stocks: As i stated before i recently sold my a fairly large position in old VIA descendents CBS and VIA. CBS was more of an opportunistic sale, whereas i have been just plain wrong about VIA. VIA has the better cards of the two (IMO) but management is not concerned much about shareholder value. No dividend ,stock is in the dumpster and Redstone is talking about acquisitions - Geez! Growth rates for cable networks are in the single digits and PE's are in the mid teens, which is and OK but not a great value proposition. Secular threats are DVR's and more spending going online. Both are likely to make the situation worse going forward. The stocks are between a rock and a hard place - the growth rates are too small for growth investors and the PE is to high for value investors. On the plus side, we still have a business that throws of a nice cash flow. At some point VIA may become interesting - based on what I see 30-31$ may represent a decent entry point. TWX is in a similar bind, but has no controlling shareholder and pays a small dividend. AOL is a huge drag on earnings but ultimately could be a nice recovery story. I'd say less than 15$ for a starter position sounds about right.

To: Spekulatius who wrote (24104)	7/21/2006 12:52:04 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78715

Bought some CSCO today (doubled my small position). I also bought back a small amount of SNHY (which I swingtraded). CSCO looks cheap - 15% growth with PE of 18, high quality earnings. SNHY is a niche manufacturer of hydraulic components with impressive growth. EBAY get's beaten up, don't know why. Earnings looked good to me. Should have swingtraded that one also. ABT earnings (LT holding) very favorable. I am particular impressed by MSFT. 15% growth this quarter and share count down 6% YoY - this means that revenue/share is up 21%!. Operating Earnings are up only 25%, despite the spending growth which takned the stock. Now we have a dutch tender offer, which will reduce the share count by another 8%. i think this is a great use of MSFT cash hoard.