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Consumers. there's 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 company's two media holdings are comcast and cbs. full disclosure is time warner, the parent company of this network. let's start with comcast. they're in the news, this deal with nbc, the takeover really of nbc universal...

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 dramas on. is there anything in the media area that are you steering clear of right now? >> i think i...

The u.s. has the advantage in terms of technology and skill and so on. but that's 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 they've 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. for a u.s. company. >> it is a real treat for us to have both of you on here. two of my favorite g...

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 this deal and do you think investors can benefit from it? >> we do. comcast is transforming itself f...

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 area you are steering clear of right now? >> i think that, you know, it's good to be diversified. i...