SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jurgis Bekepuris who wrote (55812)8/6/2015 7:09:49 PM
From: Spekulatius  Read Replies (1) of 78628
 
Buys: DISCA, JMHLY and SNI
Sells: Y

Media stocks have become relatively cheap as the market is concerned about subscriber losses. Some of the trends are due to currency movements ( strong US$) which makes YoY comparison tough, but there is also a concern that we have seen "peak cable".

JMHLY is just a fairly cheap looking owner operator. Y trades at a 5% premium to book, which I think is about fair value.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News