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

To: Paul Senior who wrote (58534)	11/22/2016 1:55:18 PM
From: CitizenKane	Read Replies (1) \| Respond to of 78821

You are right to have bought LBTYK. It is undoubtedly the best holding of Malone. There is value and growth. I think that Liberty Global will benefit most from the consolidation of the cable industry in Europe. They have better management and their cash flow is solid. They have the ability to continue making good acquisitions in the coming years.

To: Paul Senior who wrote (58534)	11/22/2016 2:01:08 PM
From: E_K_S	Respond to of 78821

Vodafone: Regulators might warm up to new Liberty Global deal From the article: "... The two companies agreed in February to merge their Dutch operations via a joint venture; that followed the breakdown of talks over a bigger European asset swap last fall...." ------------------------------------------------ New CEO announced for LBTYA. Liberty Global names John Reid CEO of Cable and Wireless My bet is on VOD and would like to see both the companies consolidate some of their assets. Not sure that a new CEO would want to this out of the gate but it appears that VOD is open to other larger deals. FWIW, I am still accumulating shares in VOD and passed on LBTYA as they currently pay no dividend. I believe both companies have valuable assets. EKS