From Sept 8th
JACKPOT! YESSSSS!
http://www.cnbc.com/2015/09/16/altic...bt-source.html
From Sept 8th
JACKPOT! YESSSSS!
http://www.cnbc.com/2015/09/16/altic...bt-source.html
Last edited by MUSCLE13; 09-16-2015 at 09:52 PM.
SWEEEEEEET!
Comcast Corp. , which has entered into talks with the owners of Universal Studios Japan about buying a majority stake, according to people familiar with the matter. An agreement could be struck as soon as this week, one of these people said.
http://www.wsj.com/articles/harry-po...ark-1442407287
Let's play the valuation game -
Charter trading close to 11 times EBITDA buys Time Warner Cable trading at about 9.5 times EBITDA. Cablevision sells itself at about 10 times EBITDA to Altice.
Comcast has content assets that rival Disney (which trades at about 12.5 times EBITDA) and Cable assets that are larger and better run than Charter TWC or Cablevision. But Comcast trades at about 7.5 times EBITDA????
I smell a $100 Comcast stock in 2-3 years.
Just to prove the point
DAVID FABER
@davidfaber
Big scoop from @andrewrsorkin on $CVC. Deal expected tomorrow. Quite a multiple at almost 10x. All cash surprising given Dolan's tax bill.
https://twitter.com/davidfaber/statu...18299795406848
In a key move for its future, AT&T (NYSE:T) has named Enrique Rodriguez -- recently of Sirius XM -- as its chief technical officer for the Entertainment and Internet business.
http://seekingalpha.com/news/2782126...se-integration
Last edited by dm_4; 09-17-2015 at 12:40 AM.
Edit (8:29:15 am):
FED: in the 'they should, but they won't' camp. Its split about 50/50 if they will, so someone will be scrambling to close out if they are wrong [volatile]. Ignore the knee jerk reaction. I am still positioned for further weakness in EM FX, all house money. Translation: the dollar goes up if they raise rates and if they don't raise you will have initial weakness and then a continued move up in the dollar ~ a week or so later. Due to the even split I am putting a minor hedge on.
GL
Last edited by waldo29; 09-17-2015 at 08:29 AM.
Here's a link ....
Toyota Selects Sirius XM Connected Vehicle Services to Provide Next Generation Connected Services for Toyota and Lexus Vehicles
http://finance.yahoo.com/news/toyota...120000549.html
EDIT: Oh, and here's the opinion..........sweet!!!
Last edited by denco1; 09-17-2015 at 08:22 AM.
At Toyota, we are always working to give our customers the best driving experience possible, and this new agreement with SiriusXM assures we can do just that with the best connected vehicle services across a broader range of Toyota-brand vehicles than ever before for many years to come," said Sandy Lobenstein, Toyota VP of Connected Vehicle Technology and Planning