Grupo Televisa

TV-N

NYSE:TV

12.41
0.00 (0.00%)
Grupo Televisa, S.A.B. is a Mexican multimedia mass media company, and the second largest in Hispanic America as well as the first of all the Spanish-speaking world.
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Analysis and Opinions about TV-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 23, 2014

(A Top Pick Jan 7/13. Up 4.33%.) When it became apparent the developing markets were behaving a little bit more poorly, he exited his position at about $30. Great company and ultimately it is in the right group but he prefers to focus on more US domestic companies.

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Grupo Televisa (TV-N)
January 23, 2014

(A Top Pick Jan 7/13. Up 4.33%.) When it became apparent the developing markets were behaving a little bit more poorly, he exited his position at about $30. Great company and ultimately it is in the right group but he prefers to focus on more US domestic companies.

TOP PICK
TOP PICK
January 7, 2013

One of the key leadership themes globally is media companies. Content providers in particular have been performing really well. Big concern he has overall is finding areas of secular growth because so many of the consumer markets are hamstrung by debt laden consumers. This is the largest media company in the Spanish-speaking world. Based in Mexico. 60% of its revenues come from broadcasting and selling advertising. Mexican household has the least amount of debt of any developed country globally. Very young demographic. They have seen an increase in ad sales and cable sales and are a relatively new competitor in wireless in Mexico. They are selling their content into other countries including the US.

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Grupo Televisa (TV-N)
January 7, 2013

One of the key leadership themes globally is media companies. Content providers in particular have been performing really well. Big concern he has overall is finding areas of secular growth because so many of the consumer markets are hamstrung by debt laden consumers. This is the largest media company in the Spanish-speaking world. Based in Mexico. 60% of its revenues come from broadcasting and selling advertising. Mexican household has the least amount of debt of any developed country globally. Very young demographic. They have seen an increase in ad sales and cable sales and are a relatively new competitor in wireless in Mexico. They are selling their content into other countries including the US.

BUY
BUY
December 6, 2007
Really likes the metrics on this. Should be a good long-term investment because the Mexican economy is growing twice as fast Canada and the US. Plenty of opportunity for ad rates to rise. Per capita income in Latin America and South America are rising. A10-15 year hold.
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Grupo Televisa (TV-N)
December 6, 2007
Really likes the metrics on this. Should be a good long-term investment because the Mexican economy is growing twice as fast Canada and the US. Plenty of opportunity for ad rates to rise. Per capita income in Latin America and South America are rising. A10-15 year hold.
BUY
BUY
April 10, 2002
Good play on the emerging market. Expects media/advertising sector to pick up.
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Grupo Televisa (TV-N)
April 10, 2002
Good play on the emerging market. Expects media/advertising sector to pick up.
DON'T BUY
DON'T BUY
January 28, 2002
Prefers Hispanic Broadcasting instead. Better value.
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Grupo Televisa (TV-N)
January 28, 2002
Prefers Hispanic Broadcasting instead. Better value.
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