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


To: Paul Senior who wrote (54945)2/13/2015 10:55:20 AM
From: Wallace Rivers1 Recommendation

Recommended By
Cautious_Optimist

  Read Replies (3) | Respond to of 78744
 
Speaking of 52W lows (!!) here anyone looking at AXP? I go to Costco, and IMHO this is indeed a huge loss for AMEX. I have two Amex cards, I guess that will dwindle to one in a few months. And, let the guessing begin, who will get Costco, which would be a huge deal. Will it be Chase (JPM), COF, DFS, MA, V or someone else? Of all of these, IMHO it would be most impactful for DFS.



To: Paul Senior who wrote (54945)3/23/2015 10:30:24 AM
From: Paul Senior  Read Replies (2) | Respond to of 78744
 
KING. I'll add a few shares of this "Candy Crush" gamer to my media/entertainment basket. Hoping the company has become more than a one-game wonder. Right now, company has low p/e and high roe. (Fits Greenblatt model) Excellent profit margins reported by Yahoo:

finance.yahoo.com



To: Paul Senior who wrote (54945)1/26/2017 9:34:22 AM
From: E_K_S  Respond to of 78744
 
Liberty Broadband Corporation (LBRDK) +7.3%

I wonder if this is up so much on the Comcast interest in doing a merger/JV w/ Charter Communications. LBRDK would be the beneficiary of any of the assets that may need to be spun off.


Also, no other pure play in this sector as there is more consolidation.


Still waiting for my Buy price but nice to see the continued mergers in the sector.


EKS