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Cincinnati Bell Inc. Message Board

  • b_zerkley b_zerkley Nov 9, 1998 2:27 PM Flag

    My kid...

    works as an investment banker (can't name the
    firm) and he originally got me into CSN at about 30.
    When everything blew up in the overall market he
    suggested I get some more of CSN and CVG at 25 and 12
    respectively. His initial reasoning was because of the value in
    CVG. Now however it seems that his firm is
    re-evaluating the value of a stand alone CSN and coming up with
    a much more positive picture. Seems that both
    entities, when combined, caused the other to lose it's
    identity (and some of it's value). Also, CVG couldn't
    focus on the multitude of opportunities available to
    them because they had to fight for capital. That's
    changed now and they are really becoming a fast mover,
    much more so than is reflected in the stock price.

    Same is true for CSN. Management was trying to manage
    different business models, with only marginal success. Now
    both entities can focus on their areas of expertise
    with less conflict over turf. The kid has been right
    about the trade overall so far, and I for one like what
    I'm currently seeing in each of the companies. MHO.

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