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

To: Spekulatius who wrote (45979)12/16/2011 10:56:13 AM
From: Wowzer  Respond to of 78687
 
I took a small position this morning at 11.70. Thinking it is an overreaction to the COO leaving and we get some type of bounce as analysts start talking about breakup value etc in the coming days.



To: Spekulatius who wrote (45979)12/17/2011 2:14:37 PM
From: NikhilJog  Respond to of 78687
 
CVC - Clown i have been short the stock since it was trading around $35-$36. AMCX is a good buy, if its still trading below 37...althought i have not taken a look at it recently..

i believe both of those companies are going to be sold out. had a chance to chat with a NY area fund manager, who manages north of $30B...and that was his view too...the guy has skin in the game - u know what i mean?


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