Opinions

Brian Rogers Viacom Inc. VIA-Q TOP PICK Jun 04, 2004

Have a series of great media entertainment properties. Undervalued.

Brian Rogers

Owned

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$37.380

Stock price when the opinion was issued

entertainment services

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BUY

The big media companies are out of favour, so they bought them as contrarian holdings. In the process of restructuring. The assets would be worth a lot more sold than the company is as an operation.

TRADE

Keeps reading that the parts are worth more than the current whole put together and that there may be a split. If so, the net asset value is a good healthy 20/30% above the stock price. Hasn't fully investigated this, so do your own research.

BUY

By selling off Blockbuster they have ended up with a smaller balance sheet which is positive. His model price is $36.69 which is a 9% potential.

BUY

Media stocks have been decimated. Everybody was excited about mergers that were going to happen, but that didn’t happen. One of the reasons could be advertising and people worried about a slowdown. Very cheap valuation. Smart management.

DON'T BUY

“Cord cutting” has affected every media company that traditionally made its money over cable. Consumers are going to get their content in a myriad of other ways, and are not going to buy cable packages that supported a lot of channels that individually people would not have chosen.

HOLD

It continues to be in a turnaround situation where there is plenty of upside as they improve things. She thinks there are a few more years and then you still hold it long term. The assets are every valuable and they have been just struggling with management.

WATCH

The trouble is that it is going through a messy time with the acquisition. Their library continues to grow. But it is a messy stock at this time and so he would stay way for now.

HOLD

It surged today. He sold it too soon; he was discouraged and that was a mistake. Hold on.

COMMENT

He made a big mistake. It has gone up, up, up.

COMMENT

A cheap stock in an industry that continues to consolidate.

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Brian Rogers Viacom Inc. VIA-Q TOP PICK Jun 04, 2004

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