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

To: E_K_S who wrote (47743)	5/3/2012 11:48:56 PM
From: Spekulatius	Respond to of 78470

re DIS, CBS, CMCSA I think you got the basic idea right to look at EV/EBITDA. I don't think that CMCSA can be compared directly with DIS and CBS, the reason being that CMCSA has significant capital expenditures, which reduce FCF (or owners earnings). DIS and CBS can be directly compared and I would choose DIS because it has a larger moat. For CMCSA I would also look at the FCF yield (FCF/market cap) and decide if that owners yield is high enough to justify holding the stock.