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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. ....