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Cramer made a great call on Viacom [VIA
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] back when it was at $39, and he still has his eye on cable. This time, though, Discovery [DISCA
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] is the pick. People want cable properties, he says, and DISCA is one that can be bought or sold – or broken up into pieces and sold.
Cramer says two great things stand out about the company: consolidation wiz David Zaslav, formerly of NBC, and the properties, which viewers can watch over and over and never get bored of – “Shark Week,” anyone? Zaslav has been hard at work cutting out all of Discovery’s money-losing ventures, including a consumer education initiative and its chain of retail stores. Now, the focus is on proprietary programming that stays “on brand.” And it seems to be working: Ratings have been surging since the beginning of the year.
Discovery is also a play on digital cable and high-definition TV. As Cramer says, no one cares about seeing Rosie O’Donnell in high-def, but it’s pretty cool to watch a pride of lions tear an antelope to shreds.
With Discovery shredding unprofitable divisions, ratings trending upwards, new rerunable programming being created and digital and high-def cable growing, Cramer thinks the company might even make a decent takeover target. So if strong fundamentals are reason enough to buy, maybe that could entice you.
Bottom Line: Viacom made Home Gamers some money, but Cramer's not done with cable. This time around, he's going with DISCA.
Questions? Comments?
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