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Why Media Stocks Are Looking So Ugly

worst of all - there is absolutely no moat around any of these stocks; cable has virtually obliterated any real barriers to entry; the internet has allowed anyone and everyone to compete; and the viewing public has become so diffuse, that the chance of sustained concentration in viewers or readers, or other devourers of content is slipping off the ledge.

Jun 25 09:07 am |Rating: 0 0 |Link to Comment |View article
Valuation of Traditional Media: Time Warner

"big moat" around 1/3 of properties in group should add $1.50 - $2 to overall value; would bring it to $17
Jun 18 08:33 am |Rating: 0 0 |Link to Comment |View article
Will Google Soon Force Time Warner To Take AOL Public?

a bit of "tail wagging the dog here", isn't there? even if twx were to take aol public, there's no indication that it would break itself up; it could do the same as it's done with the cable business - create a 19% public 81 percent owned sub in a basically tax-neutral transaction. if google then owned 5/19 of the "public" company, its stake would be pretty illiquid.
Dec 14 07:03 am |Rating: 0 0 |Link to Comment |View article

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Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

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