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

To: porcupine --''''> who wrote (7127)5/12/1999 12:45:00 PM
From: Mike 2.0  Read Replies (1) | Respond to of 78449
 
Yo Porc, very interesting post. Curious why DIS is not included in your Dow Value Portfolio. Disney may be arguably the mother of all net content companies and has the requisite net investment in Infoseek. Losses in Infoseek which are consolidated into Disney's results result in a screwy PE but Disney in fact seems undervalued. Worth did a write up recently and now that I have just mentioned it, DIS is now on my watch list (hold your applause Mr. Eisner :-)

Mike



To: porcupine --''''> who wrote (7127)5/12/1999 1:45:00 PM
From: jeffbas  Read Replies (1) | Respond to of 78449
 
Nice post porc.

Doesn't sudden superefficient use of airlines mean that we have to get through a period where less planes are needed, before BA gets to a period of less cyclicality?


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