Gabelli's Game Plan: Mario Gabelli, CEO of GAMCO Investors, explains why private equity will come back, Cablevision's stock will rise and activist investing is here to stay.

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1st ever dividend

They Just Don't Get Verizon!: Marek Fuchs makes the case for hedging in headlines when companies report mixed earnings.

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They Just Don't Get Disney!
Marek Fuchs mourns careless, self-justifying reasoning by Barron's on Disney.

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They Just Don't Get Cablevision!
Marek Fuchs bristles that too much of the business media mention Cablevision's derivative loss this quarter and not its derivative gain in last year's comparable quarter.

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More likely, "Cablevision will continue to experience greater competition from FiOS, but will drive revenue growth through pricing power rather than unit growth," he notes, adding the company is less likely to disappoint over the next year than in 2007. Swinburne's base-case price target: 29. And "if the company decided to sell some of its non-cable assets, it is possible that the stock could trade towards its sum-of-the-parts value" near 35. That valuation may be conservative: Some investors peg the sum of the company's parts at about 50 a share or more. But you have to be willing to stick around long enough for that show to turn into reality.

Deutsche Bank said it is upgrading Cablevision (CVC) to a Buy rating as shares are at 50% of asset value and already discount concerns.

Cablevision (CVC) was upgraded from Underweight to Equal-weight, Morgan Stanley said. $27 price target. Fears of a price war are overdone, though Verizon's FiOS will continue to gain market share.

Charles Dolan

Charles Dolan ~ chairman

inbreeding

going private

moved dn since 2001

controlling family not acting in best interest of shareholders