Off On Comcast News Today

Consumers. theres a list of conditions placed on the new company. consumers are still concerned about higher cable prices and fees for content that used to be free. but what about the other side? what about investing in this new company or other stocks in the media sector? diane jaffe is group managing director a firm that manages for investment funds and big investors, your companys two media holdings are comcast and cbs. full disclosure is time warner, the parent company of this network. lets ...

To ebita or price to cash flow. and with the acquisition of nbcu, comcast can power its way into a higher valuation range. >> another one of your big holdings is cbs, and you like that stock for investors as well. >> yes, we do. we think that they took advantage of the low interest rates to refinance their balance sheet. they have a steady stream of income from their, their distributions which are the tv stations. as well as having the content of the studios and broadcasting. >> and some great d...

The u.s. has the advantage in terms of technology and skill and so on. but thats china is rapidly bridging that gap as well. and as china becomes more skilled, that will put more pressure on the u.s. to actually improve and be more competitive to be able to hang on to those jobs theyve got. just before i go, remember this, over the past 20 years, exports to china from the u.s. have multiplied 12 times. this is still a very big market. it is still open to some degree. it is there for the taking. ...

Company. read about those at cnnmoney.com. consumers are still concerned about higher cable prices and fees for content that used to be free. but what about the other side? what about investing in this new company? or other stocks in the pamedia sector? director of u.s. equities for tcw a firm ma mtwo largest medi holdings are comcast and cbs, the third is time warner, parent company of this network. comcast is in the news, this deal with nbc, the takeover, really, of nbc universal. do you like ...

Cash flow, and with this acquisition of nbcu, comcast now can really power its way into a higher valuation range. >> another one of your big holdings is cbs and you like that stock for investors as well. >> yes, we do. we think they took advantage of the low interest rates to refinance their balance sheet. they have a steady stream of income from their distributions which are the tv stations, as well as having the content of the studios and broadcasting. >> great dramas on. anything in the media...

Companies? one thats a cable distribution company, one thats a content company? >> its being vertically integrated, meaning you have the content that needs to be distributed and thats more powerful as a company. >> and thats -- is that something that provides them with enough savings that the investor can benefit from that? >> absolutely. they can make better programming for their customers. they can target audiences better because they have the distribution and the content. >> compare that to t...

The u.s. has the advantage in terms of technology and skill but thats rapidly -- china is rapidly bridging that gap as well. as china becomes more skilled, thats going to put more pressure on the u.s. to actually improve and be more competitive to be able to hang on to those jobs theyve got. before i go, remember this. over the past 20 years, exports to china from the u.s. have multiplied 12 times. this is still a very big market. it is still open to some degree, it is there for the taking for u...

Latest updates on this topic.

Latest updates on this topic.