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

To: Paul Senior who wrote (29853)	1/24/2008 10:25:27 PM
From: cfimx	Respond to of 78702

sats is a new company and is being valued below book. It's just getting off the ground and has some risk in it. As far as dish/dtv, they offer a better pure HD experience than Cable, the largest competitor. fios and uverve will take years to impact sat tv in a significant way. dtv/dish are currently valued at about 6 times this year's ebitda, which is way too cheap. Both have capacity to buy large amounts of stock. Gabelli talked about them this past week in Barron's. I think your numbers on lcapa are about right, but its dynamic, and that value could be realized pretty quickly, and it goes up from there. I see hub at about 12-13 x earnings as a nice entry point.