Stockchase Opinions

Peter Arender, CFA Vivendi Universal (US) V-Nx DON'T BUY Dec 23, 2003

Current evaluation in excess of what its worth.
$23.680

Stock price when the opinion was issued

telephone utilities
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DON'T BUY
Likes part of the business but would only buy if they split
BUY
Interested in this stock. Big exposure to wireless.
DON'T BUY
Wait to see where they are going. Very speculative.
BUY
Has good technical structure. Meeting a little bit of resistance. Expects another leg up.
SELL
If he could seperate the water segment from the rest of the company, he would be interested in the water, but not in the other part. This is a conglomerate that has no direction.
SELL
Has a $31 semi-quasi bid on the table. Sell if you have it. Getting into a real risk arbitrage here.