Date updated:08-29-2007
Strong free cash flow with a catalyst for change that is overlooked by the market

-
TOC
Toc - $0.00
- N/A
- $N/A
Reuters is the new pill. Next hurdle is regulatory. In theory the synergies and interfit should be worthwhile. With easier free access to digital financial information this degrades the financial product over the longer term. TOC will have to fight back with greater user relevance. The depth of the TOC financial product has never been as good as Bloomberg- so there is room for improvement here.

-
BRK-B
Berkshire Hath Hl - $3425.00
- +0.88%
- $3380.00
inexpensive relative to book value

-
MRK
Merck Co Inc - $32.59
- -0.37%
- $32.61
R & D appears to be improving traction. new CFO may herald more changes.

-
JNJ
Johnson And Johns - $60.30
- +0.53%
- $59.94
if market multiples assigned to consumer products and medical device divisions then drug division is discounted plus drug pipeline is improving

-
MO
Altria Group Inc - $18.54
- -0.70%
- $18.58
Small SAB holding that is a residual from ownership of Miller Brewing could also be distributed or sold and used to repurchase more stock.

-
BUD
Anh Bsch Inb Sa A - $48.37
- -0.45%
- $48.52
leading brewer at a discount to historical valuation and some peers like ABV. Slowdown at Corona will hurt short term. BUD has tweaked up their debt targets but this alone is not enough. The BUD distribution system is more valuable than people think. .

-
VIA-B
Viacom Inc Cl B - $29.96
- 0.00%
- $29.90
value of content is underappreciated negative contribution of Sumner Redstone is overestimated greatest short term risk is transformation of Paramount to new revenue model post DVD. regearing towards digital media will create new interest in story.

-
VIA-B
Viacom Inc Cl B - $29.96
- 0.00%
- $29.90
value of content is underappreciated negative contribution of Sumner Redstone is overestimated greatest short term risk is transformation of Paramount to new revenue model post DVD. regearing towards digital media will create new interest in story.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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