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

To: Paul Senior who wrote (73541)	9/1/2023 12:11:54 PM
From: Harshu Vyas	Respond to of 78725

Hi Paul, Yeah, it's strange. PARAA and DIS too. Seems to be television - but QRTEA wasn't hit? But then also IHRT was hit but not CMLS. Can't pinpoint exactly what the market doesn't like. Oil up big time, though - NBR and ICD have balanced it for me in my portfolio. Best, Harshu Vyas

To: Paul Senior who wrote (73541)	9/1/2023 12:38:02 PM
From: S. maltophilia	1 Recommendation Recommended By Harshu Vyas Read Replies (1) \| Respond to of 78725

radio/tv/media: Several in the sector have dropped today There's a good chance that all the PAC spending in 2024 and subsequent elections may not be at the rack rates all the media companies have been looking forward to, but at a discounted rate afforded to direct campaign advertising. politico.com