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URL:  https://boards.fool.com/the-bear-case-i-hear-the-most-about-dtv160is-33971313.aspx

Subject:  Re: Holy buybacks Batman!!! - DIRECTV (DTV) Date:  2/18/2013  3:48 PM
Author:  JohnCLeven Number:  394537 of 457

The bear case I hear the most about DTV is that AAPL is about to revolutionize TV and eat DTV's lunch. That's pure speculation, IMO. I'll dig a little deeper when I get home tonight.

Thanks for the link!

I notice Big Lots on that list. I've never checked them out before, but a quick peek shows a free cash flow yield of about 9%. Pretty solid 10 yr growth record too. Ironically, I park my car in a Big Lots parking lot every weekday bc I don't want to pay $30 per month to park at the train station itself. (Yea i'm that cheap) I'm gonna do some Phillip Fisher style scuttlebutt tonight, and actually venture inside that Big Lots when I get back.

So i'll comment tonight about DTV's bear case reserach and my Big Lots scuttlebutt mission. Thanks.


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