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

To: Ditchdigger who wrote (61585)	12/28/2018 10:39:45 AM
From: E_K_S	Respond to of 78748

Very nice for an income play. T is my No 7 holding w/ another Buy at/near $25/share. One thing I did not learn from my Dad but from following companies over the last 30 years, is Debt. Too much debt/leverage does not always make a good value hold. That's the one thing that concerns me about T. I also own CTL, w/ even more debt but larger FCF (and EBITD/share). I am betting that management uses that EBITDA to pay down debt similar to what BGS's new CEO has been doing. FWIW, I also think NWL is a good value (selling below their GN valuation). Just noticed they now yield 5% and their dividend looks pretty safe. I have a Buy in for a few more shares at/below $18.41/share. So for me, too much debt/leverage is critical in any value proposition. Too much debt will blow-up a good value candidate and I have had a few of those too. EKS