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

To: Spekulatius who wrote (25746)	1/17/2007 4:50:31 PM
From: Paul Senior	Respond to of 78683

I'll hold my few shares of S, but I've taken a little T today. I like WSJ's James Stewart's column yesterday, "An Inexpensive Way to Play News of iPhone: Buy AT&T" About Apple's iPhone announcement: "Compared with Apple, the media paid relatively little attention to AT&T, whose Cingular wireless network, now wholly owned by AT&T after its merger with BellSouth and soon to be rebranded as AT&T Wireless, gained exclusive rights as the iPhone network. Even after AT&T's strong showing last year, the stock yields over 4% and trades at just over 13 times earnings." My opinion is that T's "strong showing last year" is a negative for this year. And "just over 13 times earnings" is not cheap, for such a company as T (imo). So I am seeing the stock as expensive for a value play. Mitigated somewhat by company's size and its dividend. For me, a speculation now (on Apple iPhone)as much or more than value. finance.yahoo.com Aside: I still hold shares in VZ. Also CMCSA. I moved some funds from CMCSA to VZ last year. That's apparently been a mistake. CMCSA has continued to move higher, and VZ seems stalled. My penchant for getting in and/or out slowly seems to have helped me here somewhat, since I'm still riding CMCSA with my remaining shares.