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

To: Paul Senior who wrote (24381)	7/13/2007 12:06:06 PM
From: Paul Senior	Read Replies (4) \| Respond to of 78534

4 Kids Entertainment Inc. (KDE) Re-entering position now. Looks like stock had an okay up move after (!!) I sold it last year, and now has come back down. Wall Street Transcript has a June interview with Brian Boyle of Boyle Capital Management (ed: They run a concentrated portfolio of only 5-15 stocks) wherein he describes his reasons for buying KDE: Sum of parts: $8+ cash/sh. and no ltd. (This aspect has been a positive for the stock for many years.) Licensing business. Declining business because of expiration of some deals, but still worth $40M to a private buyer, he says. A website that he values $60M. Potential of Chaotic Games, which is a combination of online and trading cards. Here's the company's latest p.r. about it: biz.yahoo.com His thesis is that the downside to the stock is limited by his estimate of the sum-of-parts, whereas the upside could be significant if Chaotic is as successful in its USA roll out as he saw in its debut in Denmark. --- Worth a small bet to me.