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Non-Tech : Bill Wexler's Trading Cabana -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (1962)	5/17/2007 2:49:47 PM
From: RockyBalboa	Respond to of 6370

I think I have seen a glimpse of what to expect from the "new world". Last time people talked about, it was the "new economy". We already know what happened next. Even if the current (trailing or next quarter) P/Es are not at nose bleeding levels, one has to keep in mind that there will be always something like an economic cycle with profits rising and falling...

To: Bill Wexler who wrote (1962)	5/18/2007 11:47:54 AM
From: Bill Wexler	Respond to of 6370

It just occurred to me that I should clarify this statement: <<<I'd be looking for good brand names that have been WAY beat down (figure something like BBI...someone could sneak in, offer 8, 10 a share, and still make out like a bandit).>>> That does NOT mean I like the stock. I was just speculating that if I was in private equity or some media biz where I wanted to snap up a boatload of subscribers and a well-known brand on the cheap, I'd buy the whole company in one fell swoop...and completely eliminate current management. Unfortunately, this doesn't mean the stock is a good buy for the small investor at this point. The biz currently sucks.

To: Bill Wexler who wrote (1962)	5/20/2007 10:56:56 PM
From: RockyBalboa	Read Replies (2) \| Respond to of 6370

Maybe this one? Alltel taken out at $71.50. Message 23558859 Meanwhile, the chinese govt hiked rates - a little, and the asian markets didn't even blink. I wonder whether fast-growing Telemig is being bought soon. It appears to have operating cashflows to the tune of $8 a share. It could easily pay its cash into a fat cash dividend too... --------------------------------------------------- To add a few points: those private takeovers do not come at zero cost: -being unlisted means that the incumbent management needs other incentives than stocks and options (remember that these often are the lions share of exectives compensation) -if an incumbent management has issues with the new owners and be it the payment they possibly leave. -the new owners have yet to figure out how to replace lost managerial skills, or how to make money with their new company (and even worse ultimately discover whether the recent earnings are real or, "managed").