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

To: bruwin who wrote (58552)	11/23/2016 12:53:02 PM
From: E_K_S	Read Replies (1) \| Respond to of 78816

That's the bet (ior value proposition). I am upping my position in the CTL & LVLT position looking to buy LVLT (that converts to CTL shares & cash). It's the same value thesis but a slightly different revenue growth model. In both examples, it's the utilization of their assets w/ new IT software infrastructure and a good marketing plan to grow revenues. This tends to be the case for most of the value Buys I make. You are right that it's the end result of growing revenues that produce growing EPS. However, when you get to that point in the investment, fair/full value should have been realized. There may be a slight benefit to the U.S. mergers as we have the Trump tax cuts that may/should help future profitability. The market has been trying to price the Trump 'effect' into these stocks. EKS