Have turned around ABC with good programming. Disney Connection benefits from the weaker US$ because they'll have more foreign $'s into their theme parks.
Will benefit from the increasing trend towards mail order subscription. Will also be increasing some generics. Could propel their earnings up 20% in the foreseeable future. Good price.
The fact that they have not been able to pass along their fuel costs is well known and management has already set the bar in expectations. Can increases their prices and shorten their price term contract.
Interested in large cap companies that are more value oriented. Benefiting from a stable Dept. of Defence budget. Recent contract wins. Less used business jets available will help their Gulf Stream operations.
Has corrected because investors are concerned about auto production, but they have great diversification. Into high end entertainment systems. 15% revenue grower. 25% earnings grower.