Twenty-First Century Fox

FOXA-Q

NASDAQ:FOXA

36.53
0.37 (1.01%)
Twenty-First Century Fox Inc. is an American multinational mass media corporation based in Midtown Manhattan, New York City.
More at Wikipedia

Analysis and Opinions about FOXA-Q

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 7, 2017

They are having discussions with DIS-N over assets. DIS-N is best in breed and have the best ability to monetize content. They are exceptional at it. Ultimately they will fix the ESPN stuff. However he would not touch any media right now. When it turns you want to go with the strong one, DIS-N.

They are having discussions with DIS-N over assets. DIS-N is best in breed and have the best ability to monetize content. They are exceptional at it. Ultimately they will fix the ESPN stuff. However he would not touch any media right now. When it turns you want to go with the strong one, DIS-N.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$34.180
Owned
No
TOP PICK
TOP PICK
November 14, 2013

Content is king, so when trying to evaluate how to best play what’s happening, generally to their content consumption, you want to have exposure to the guys that own the content because they will be able to monetize it. This company has an excellent platform, great sports rights but he doesn’t think are fully reflected in the value. He thinks Fair Value is $40. Because of their good content, they are going to their affiliates that carry their channels and telling them they have to pay them a lot more. Expects this will essentially double in the next 3-4 years. Increasing dividends and buying back a lot of stock.

Content is king, so when trying to evaluate how to best play what’s happening, generally to their content consumption, you want to have exposure to the guys that own the content because they will be able to monetize it. This company has an excellent platform, great sports rights but he doesn’t think are fully reflected in the value. He thinks Fair Value is $40. Because of their good content, they are going to their affiliates that carry their channels and telling them they have to pay them a lot more. Expects this will essentially double in the next 3-4 years. Increasing dividends and buying back a lot of stock.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$34.130
Owned
Yes
Showing 1 to 2 of 2 entries
  • «
  • 1
  • »