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

To: Paul Senior who wrote (24299)	7/10/2006 5:08:18 PM
From: Paul Senior	Respond to of 78721

Fwiw, I've reentered Time Warner (TWX) with a speculative buy. Some value players have reported they own TWX because it's undervalued (they say) on a sum-of-parts basis. The stock's gone pretty much nowhere in the past three years, and if the business is undervalued I don't see an unlocking catalyst. (There are some efforts being made to do something with the AOL business. Maybe it will help.) At current price, I'm just guessing and gambling the stock might be near a short-term bottom (Who really knows?), and might see a small cyclical move up (Again, who could really know?) finance.yahoo.com