Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: CitizenKane who wrote (58382)	11/5/2016 5:24:16 PM
From: Graham Osborn	Respond to of 78751

I added it to my list as a potential short candidate (CTL was too costly to short). Care to explain why I'm wrong?

To: CitizenKane who wrote (58382)	11/5/2016 6:45:41 PM
From: Spekulatius	1 Recommendation Recommended By E_K_S Read Replies (2) \| Respond to of 78751

Re LILA - the stock has taken a huge hit. I think the legacy LILA holders were diluted significantly with the C&W merger, they just didn't realize it. You don't want to buy what Mr Malone is selling (Malone had significant holdings in C&W before the merger). Personally, I would like to look at the numbers a little bit more, before buying this stock. I am somewhat sceptical about he synergies promised, since her business between C&W and legacy LILA didn't seem to have much overlap.