we've seen a comeback in advertising spendings. >> a huge comeback. stocks have outperformed the market over the last few years, had a great run. if the economy slows down, what then? >> what do you like? >> cbs. i hate to say that. the stock is amazing. the chart's amazing. look what it's done. more importantly, charlie sheen. charlie sheen is gone but ashton kutcher is coming. >> this country scare you? 82% in a year? >> you look at the valuation. if i take every cable network, television company it is actually the most attractive right now. taking names away, most attractive company out there. >> nonnetwork, what else do you like in media? >> netflix. the future right now, i'm watching my television shows. i'm watching my movies wherever i want to watch them. you talk about being scared. look at the chart of netflix. >> that's 771% in five years. although most of it's been in the last year.
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