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 - $26.85
- 0.00%
- $N/A
Focused on growth in broadcast advertising and consumer economies in central and eastern Europe.
-
CBS
Cbs Corp Cl B - $12.72
- -0.55%
- $12.53
Value media play with strong CEO leadership.
-
CMCSK
Comcast Corporati - $14.01
- +2.04%
- $13.72
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 - $30.07
- +1.45%
- $29.42
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
The Directv Group - $28.59
- +0.18%
- $28.49
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 - $21.77
- -0.23%
- $21.64
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 - $22.65
- +2.95%
- $21.74
Soon to have control block of DTV, trading at a significant discount to NAV.
-
MICC
Millicom Internat - $66.63
- -0.31%
- $66.52
Rapid growth of cellular in emerging markets, focused on Latin America and Africa.
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Can anyone explain the rationale...
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