Main Media-centric Portfolio
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Created by Internetreality
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Date updated:06-25-2007
Long-biased portfolio, hedged against major correction, and focused on media industry.
-
CETV
Central European - $26.29
- 0.00%
- $N/A
Focused on growth in broadcast advertising and consumer economies in central and eastern Europe.
-
CBS
Cbs Corp Cl B - $13.15
- +2.65%
- $13.06
Value media play with strong CEO leadership.
-
CMCSK
Comcast Corporati - $14.12
- +2.24%
- $14.01
Leading cable operator in the midst of multi-year growth phase while saddled with overblown concerns over competition, capex, and over-the-top video.
-
DISCA
Discovery Communi - $32.39
- +1.38%
- $32.30
New management is weeding out money-losing operations, improving performance of main cable channels, and optimizing ownership structure. Also a great play on the high-def era.
-
DTV
Directv - $31.50
- -0.41%
- $31.75
Bullish exchange of control block from News Corp. to Liberty Media pending, which should unlock value-creating recapitalization of this leading DBS company.
-
LBTYA
Liberty Global - $19.31
- +0.10%
- $19.35
Largest cable company overseas, growing at mid-teens rate for a few more years, and shrinking its equity on a regular basis. Almost a "creeping LBO".
-
LCAPA
Liberty Media Cor - $22.94
- +3.85%
- $22.44
Soon to have control block of DTV, trading at a significant discount to NAV.
-
MICC
Millicom Internat - $77.17
- +3.17%
- $76.07
Rapid growth of cellular in emerging markets, focused on Latin America and Africa.
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