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

To: Spekulatius who wrote (1900)	7/15/2012 1:45:20 PM
From: E_K_S	Read Replies (2) \| Respond to of 4719

All valid points by the author. What is/are the author's views if/when digital data and services double in three years? The author mentions no expectations for future exponential growth in digital data. I know of no other direct investment play to capitalize on the exponential growth in digital data specifically from the explosion of "smart phones" and portable digital devises. That's my investment theme for this challenge. VZ seemed to be a low risk and potentially high return investment as it directly captures the wireless stream of this growing digital data into it's revenue model. Have you seen Comcast lately? They are morphing into a Digital Broadcast Network w/ a new sports & Olympic channel and have a new revenue stream model to capitalize on the production and distribution of their "exclusive" digital data content. What prevents VZ from expanding their business model of distributing digital data to mobile devises to include (1) cloud computing, (2) creating a franchise for the sale & distribution of 3rd party Apps to all of the major OS platforms, or (3) developing strategic partnerships w/ content providers for access to premium content to all of their subscribers (ie. sports like MLB & NFL, ESPN/Disney, publishers books & magazines/newspapers). This is all emerging for a price of 16x earnings, well below their 5 year avg PE of 24x. So, where/who might be the other value candidate companies in this sector? AAPL was mentioned but what about GOOGLE, Facebook, Comcast, and/or Disney? Stay tuned, I have at least one more true Benjamin Graham deep value pick that plays into this theme. Remember our picks are long term positions (at least 36 months) so I must be sure the company will be around for a long time and is a leader in it's sector. EKS