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  • What to Buy and Why: Barron's 2009 Roundtable, Part III [View article]
    Oscar: LPS may be spot on for the next couple of years, but TWX? You are joking, right? Everyone, everywhere is getting rid of their cable service, as well as other services offered by TWX. I think you've been watching the idiots on CNN-Money too long.

    Lender Processing Services (LPS) - develops software for banks that helps them service and/or foreclose on mortgages; should benefit from rising defaults, and the home-equity crisis.

    Time Warner "entertainment tub" - short 0.25 Time Warner Cable (TWC) shares for every Time Warner (TWX) share - TWX is focused on shareholder returns, and its best-in-class franchise - including Turner Broadcasting, HBO and Warner Bros. - is dramatically undervalued.

    Mario Gabelli:

    Most of your picks: QUESTION - Where do you live? Or should I ask, What planet would that be?
    Jan 25 15:53 pm |Rating: +1 -3 |Link to Comment
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