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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: NikhilJog who wrote (43776)	5/9/2014 10:14:54 AM
From: Spekulatius	Read Replies (5) \| Respond to of 78704

AMCX - bought a slug of AMCX this AM @59$. It's cheap for pure cable network and they have been on a hot streak recently with "Mad Men", Breaking Bad" etc. I hope it's not a Walking Dead, LOL. I love their programming and the risk of course is that the streak does not continue. Valuation is decent, given the growth metrics and they bought some international channels for what I consider a decent price. I think it trades for less than 10x EV/EBITDA - with the growth that they are showing, it's a relative bargain. Too bad I missed it on the crazy dive to 54$ yesterday, but I like the current price and valuation enough to buy some.