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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (57253)	5/8/2016 11:11:41 AM
From: Spekulatius	Read Replies (1) of 78714

My blended cost basis for SNI is in the mid fifties, so I made a bit money, just not much. The concerns about cord cutting have been around for some time, but I don't see it happening, at least not yet. I also think that cord cutting is really more a change in the distribution rather the content itself. SNI is a content company, not a distribution company. DISCA is in a similar boat, but has been hit by foreign exchange rate change more, which masked the organic growth. I own both SNI and DISCK/DISCA. Right now, I am just sitting in my portfolio - I have not purchased anything for more than 2 month.

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