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

To: Paul Senior who wrote (29164)	3/31/2008 10:31:12 AM
From: Paul Senior	Respond to of 78751

Not doing well with Time Warner, [t]TWX[/t]. I'll up my losing shares just a little now. The company has many aspects (assets). Imo, too many haven't been adding any economic value to the corporation. I'd like to see the management team focus on stockholder value more than on accumulating or maintaining an asset base that can't provide a return above the cost of capital. At some point as the stock drops, someone again (as Icahn before) will take a sizable stock position to attempt to force management to be more proactive --- I am hoping.