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Recs
Strong return on capital (20%), forward PE of 13, steady growth in revenue and EPS, strong brands.
Recs
Scripps (and Discovery) are ruling the premium cable space. There is plenty of room to grow within and outside of cable for these brands. They have great models and a base of viewers that is used to paying for their content. This makes it possible for them to distribute content many different ways and for a premium. It is an advantage over all the broadcast providers.
Recs
SA best buy now
Recs
Because you guys said so...
Recs
Cyclical action in an uncertain market in an adverse environment.
Recs
There is less momentum, less volume, and less buying going on. We are in the last part of this rally.
Recs
The 1929-1930 equity rally (coming out of The Great Depression) lasted 147 days and the market was up 46%. It has been the same amount of time since the March, 2009 low and we are up about the same percentage. It’s déjà vu (paramnesia), so prepare for a drop of about the same percentage (85%).
Recs
Content is king. HGTV, Food Network, etc. very popular and focussed so it should transition well into Internet. I like the balance sheets. Not much history so I can't tell if this is growth at a reasonable price, but it is growing dividends over the last few years.
Recs
New communications technology -- give it time.
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