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


To: Spekulatius who wrote (25806)1/25/2007 1:43:46 AM
From: Spekulatius  Read Replies (1) | Respond to of 79138
 
Todays buyse EBTC and NYT.
EBTC a small bank with a good record and a decent valuation. Might be trying to take advantage of short term volatility wiggle play).

NYT- Newspaper company under pressure. I hope that flagship papers like new York Times and Herald Tribune will hold their own. Internet ventures (About.com, Nyt.com are starting to become significant contributors). Further positives are valuable real estate in NYC, the sale of tbe TV segment (for a price that exceeded expectations) and sports ventures (Red Sox).

So while not looking cheap based on PE, i am betting that the sum of parts is worth much more than 24$/share.



To: Spekulatius who wrote (25806)9/29/2007 2:25:24 AM
From: Spekulatius  Read Replies (2) | Respond to of 79138
 
Sold 60% of my position in EBAY. Tech stocks are hot again so there must be something wrong with them <g>. EBAY trades at fair value (IMO), so with quite a few good values around I decided to reduce my position for now.