Media Madness
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Created by Steve Birenberg
DESCRIPTION:

Date updated:05-30-2007

Media and Telecom stocks from a veteran portfolio manager and media analyst. Each stock offers 20% upside over the next six to twelve months. Target prices based on enterprise value to EBITDA, sum of the parts, and/or free cash flow valuation.

symbol name last price % change open
  • +
  • AAPL
    Apple Inc.
  • $204.44
  • -0.70%
  • $205.21

The only mega cap stock offering consistent 20% plus growth.

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • CDL
    N/a
  • $0.22
  • 0.00
  • $0.22

Highly leveraged radio company offering high dividend and gradual deleveraging.

People owning CDL also tend to own: BABMYCSCODREFNSRGPSHITT

TheStreet.com Rating: No Rating What is this?

  • +
  • CETV
    Central European
  • $27.08
  • 0.00%
  • $N/A

The best growth story in media. Owner of leading TV stations throughout Central and Eastern Europe provides great exposure to emerging consumer economies in the region.

People owning CETV also tend to own: HDTVMRVLAAPLGOOGBUDCRYPPNK

TheStreet.com Rating: D What is this?

  • +
  • CMCSA
    Comcast Corporati
  • $15.12
  • +0.20%
  • $15.04

Current sour sentiment misplaced as company is poised for several years of mid-teens growth in operating cash flow and expanding free cash flow.

People owning CMCSA also tend to own: CHDT.OBQMARRSFF.OBTWXWSDT.PKAAPLADBE

TheStreet.com Rating: C+ What is this?

  • +
  • DIS
    Walt Disney-disne
  • $30.23
  • -0.82%
  • $30.46

Still firing on all cylinders as the cable networks, theme parks, and ABC are each producing consistent growth.

People owning DIS also tend to own: CBSGOOGNWSTWXVIAYHOOAAPL

TheStreet.com Rating: B What is this?

  • +
  • NIHD
    Nii Holdings
  • $31.08
  • +0.42%
  • $30.96

Leading cellular company in Mexico, Brazil, Argentina, Peru, and Chile providing Nextel service. Growth poised to accelerate due to winddown of network expansion in Mexico and Brazil.

People owning NIHD also tend to own: AMTGMEAAPLAKAMATVICACBCELG

TheStreet.com Rating: C+ What is this?

  • +
  • NWS
    News Corporation
  • $14.09
  • -0.70%
  • $14.20

Cable networks, international satellite operations, and MySpace will drive mutliyear double digit growth. Prefer non-voting NWS.a shares.

People owning NWS also tend to own: CBSDISGOOGTWXVIAYHOOAAPL

TheStreet.com Rating: C- What is this?

  • +
  • RGC
    Regal Entertainme
  • $13.71
  • +0.44%
  • $13.71

Leading movie theatre owner offers current yield over 5% as box office produces second consecutive year of strong growth. 3-D and in theatre advertising provide incremntal upside.

People owning RGC also tend to own: CRBCCVYFROHTEIMBNTEPCAP

TheStreet.com Rating: C What is this?

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Start Price

Return Value

Start Date

AAPL 123.26 +65.86% Jun 6th
CDL 8.46 -97.40% Jun 6th
CETV 89.32 -69.68% Jun 6th
CMCSA 26.86 -43.71% Jun 6th
DIS 34.90 -13.38% Jun 6th
NIHD 79.36 -60.84% Jun 6th
NWS 24.07 -41.46% Jun 6th
RGC 23.02 -40.44% Jun 6th
RG 40.98 ------ Jun 6th
VVTV 11.10 -67.39% Jun 6th

Average return:

-40.94%

Success rate:

11.11%

Tracking Started: 06-06-2007

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