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

To: scbeachbum who wrote (71617)	11/21/2022 8:15:07 PM
From: E_K_S	Read Replies (1) \| Respond to of 78652

Re: PARA vs AMCX & WBD PARA is the only one that pays a dividend so that may provide another level of safety. Looking at the Price/Cash Flow all thee are <1.0 and that is very cheap. NFLX Price/Cash flow is 7.4x so you pay more than 7x for their cash flow vs the other streamers. Maybe one approach is to build a basket of these streamers. There are a lot of people cutting the cord. DIS also has a big streaming division (as well as ESPN their sports channel) but that division is burning cash (probably mis-managed). So, I suspect it's an industry/sector down turn not necessarily a company specific issue (perhaps DIS is a special case). Both DIS & NFLX have a similar PE but DIS Price/Cash flow is 14x, twice that of NFLX. My small buy was in the ROTH so it is/was to have it be a dividend payer.