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Strategies & Market Trends : Value Investing

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To: bruwin who wrote (62818)	11/5/2019 8:20:37 PM
From: Spekulatius	of 78747

Re AMCX - I have owned the stock at higher price in than mid 50’s a couple of years ago. As a single channel, they don’t have the critical mass to go into streaming by themselves and they are really dependent on a few hit shows (Walking Dead) which have peaked to user interest is falling off. I think they need to sell out to go to a larger player and get into the streaming business, otherwise the slow bleed of cable cutting will make this a rapidly melting ice cube. I like FOX much better, it’s not quite a cheap, but their live entertainment (sports) or infotainment (Fox news) doesn’t compete as much with streaming or is found in most streaming bundles anyways. It rather pay up a little for way less obsolescence risk. Message 32150431

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