>One key metric that the Alpha team focuses on is return on invested capital. "The best predictor of investment performance is improvement in that return," Wolf said.

The Alpha team wants to see if a company is investing in facilities and products that boost ROIC.

That's what the fund likes about Liberty Global (NasdaqGS:LBTYA - News), which has a dismal earnings record but is up 134% from its March low. The holding company owns cable operators in 15 countries, mainly in Europe and South America. It was spun out from Liberty Media (NasdaqGS:LCAPA - News) in 2004.<<<


No mention of Japan here. Just another metric about where the real values were when F#CKER Malone & his minnions undervalued UCOMA. Is Miranda still in Japan?
Is she doing anything besides drawing a paycheck?

Need to take a pulse to see if JCOM mgmt are alive.

Still watching for all that consolidation.....?????

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