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11/29/08 1:44PM
discount is huge isn't it?
Alex - wanted to get your current views given the travails that QVC has gone through as well as the recent concern regarding the tracking stock structure. seems that the market way over reacted
LINTA reported it had used up their last repurchase authorization, having bought back 25.7 million shares for $500 million in the open market since last quarter's earnings (about 4% of shares outstanding). They opened
any updates / thoughts on the LINTA stub in here? it has gotten materially less expensive than when you originally posted, but growth seems to have stalled entirely
It does seem the amortization is deductible on an accounting basis, but not a cash basis - if you look at the cash flow statement, it appears that the deduction goes into a deferred tax... login to read the rest
i just looked through the footnotes. looks to me like the amortization of the intangibles is tax deductible (at least there is no exclusionary line item that says "non deductuble amortization" in the reconciliation... login to read the rest
Can you point me to where in the filings you found the disclosures surrounding amortization versus depreciation and also sirrounding the minority interest in QVC Japan (what % is owned by Mitsui and what was... login to read the rest
Your 2008 EPS seems conservative as it does not include any additional share repurchases (partially offset by increase interest expense)
Is that fair to say?
Alex,
I agree with your assessment that QVC is an attractive asset, and thought last year's sell off was a great buying opportunity. However, I do have some questions:
1. Do you think Michael George can continue... login to read the rest
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