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


To: Paul Senior who wrote (58543)11/23/2016 12:06:38 AM
From: Jurgis Bekepuris  Respond to of 78817
 
I'm just Android's Dream. Don't start the Church of Evolved Lamb on my behalf.



To: Paul Senior who wrote (58543)11/23/2016 4:40:32 AM
From: bruwin  Read Replies (1) | Respond to of 78817
 
One wonders what is motivating putting money into this stock, at the current time, when we look at ...

... its Annuals ....



Revenue increasing, BUT Bottom Line Profit decreasing !! Surely one would want to see both moving upward ??

Then its Quarterlies, especially the last 3 ...




... where Revenue is declining and Bottom Line is negative !!

And not only that, if we add the the last 3 quarterly Revenues we get :- 4588+4471+4313 = 13372.
If we subtract that from LBTYK's last Annual Revenue of 18280 we get :- 18280-13372 = 4908.

So the question is, is it likely that LBTYK's final Quarterly Revenue will equal or exceed 4908 such that its next Annual Revenue will exceed 18280 ??

Based on the evidence of LBTYK's last 5 Quarterlies, I'd say most unlikely.

So what are "investors" looking for ?

If we look at its chart we see ...



... resistance at about $32 and buying support at about $30 and $26.

So if folk are now buying into LBTYK at about $30 then that may be too soon. Maybe waiting a while will be more prudent.

However, with what we see in this company's basic Financials, it looks likely that there's nothing positive there to influence an upward move in its share price ....



To: Paul Senior who wrote (58543)11/23/2016 2:50:01 PM
From: CitizenKane  Read Replies (1) | Respond to of 78817
 
Re: LBTYK

The cable industry is a good sector. There is a lot of cash flow. There are barriers to entry. There is no room for much competition. It is a sector that is little dependent on economic conditions.

Malone is the best in this sector. There are opportunities for growth, LBTYK can still buy companies. However the company has a financial leverage of 8.7 which is a lot.

There is a political risk with Europe. In recent years, populism has been at the gates of power. The trend is towards a return to borders and protectionism. I do not know if the euro still has a great future. I'm not optimistic for the next 50 years. The European economy is not expected to have strong growth. But I do not think that in the next few years there will be real risks for LBTYK.

I think LBTYK is a good buy. Enterprise Value/EBITDA is 8.35 and Price/FCF is 9.7