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

To: Spekulatius who wrote (28272)	9/27/2007 3:32:13 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78669

LINTA. Yes, I suspect you are right. I've not sold any of my exploratory shares: I chose to skip Mr. Malone's offer of a Dutch tender at $23.75 in June, so I'm not much willing to sell stock now at $18.41. My guess is that if the cash flow is there and the stock remains at current levels, there'll be another Dutch offer. In the sector, I've recently bought VVTV - a consistent loser among the three public USA home-shopping channels. To me, the stock looks cheap; it is the only independent pure play among the group. Haven't until now considered adding to LINTA. I'll look now. ------------------------------------ From the separations, I continue to hold LCAPA and LBTYA also. My price target for LCAPA remains $150/sh. finance.yahoo.com