Fall TV Trade

Friday, 21 Sep 2007 | 9:18 PM ET

With the fall TV schedule picking up and advertising week beginning, who will be the big winners among the giant media companies?

CNBC Media Reporter Julia Boorstin joins the panel for this conversation. Here are excerpts from what was said.

I think ABC has a really good chance of making gains, says Boorstin. They have some really interesting new shows on their slates such as Pushing Daisies, Big Shots, Dirty Sexy Money and Cashmere Mafia.

Next Week's Trade #2
Eyeing this Fall's television trade, with the Fast Money traders.

How are ad sales?

The ad model is moving toward on-line. All of the networks are moving toward giving away their shows and using ads - rather than having a more niche audience and selling each individual show.

It looks as if NBC (the parent of CNBC) is set up well with Emmy wins for 30 Rock and more. What's the buzz?

NBC can only move up from here. They built a lot of their schedule on the success of Heroes. They have Bionic Woman and Journeyman about a guy who travels back in time. If the theory holds, these shows could do well.

Jeff Macke thinks the trade is Disney (DIS) as a long term play.

Guy Adami prefers Google (GOOG) as a media trade.

Got something to say? Send us an e-mail at fastmoney-web@cnbc.com and your comment might be posted on the Rapid Recap! Prefer to keep it between us? You can still send questions and comments to fastmoney@cnbc.com.

Trader disclosure: On Sept. 21, 2007, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Macke Owns (DIS), (INTC); Najarian Is Short(GS); Finerman's Firm Owns S&P Puts; Finerman's Firm Owns Russell 2000 Puts; Finerman's Firm Owns (COP), (GE), (GCO), (NYX), (NMX), (USG), (LTD), (WMT); Fineram's Firm And Finerman Own (HD); NBC Universal Is The Parent Company Of CNBC

  Price   Change %Change


Contact Fast Money

  • Showtimes

    Halftime Report - Weekdays 12p ET
    Fast Money - Weekdays 5p ET
  • Melissa Lee is the host of CNBC's “Fast Money” and “Options Action.”

  • Scott Wapner is host of the "Fast Money Halftime Report," which airs weekdays from 12 p.m. to 1 p.m. ET.

  • Guy Adami is a contributor on CNBC's "Fast Money." He also is managing director of stockMONSTER.com.

  • Najarian, the "Pit Boss," is cofounder of optionMONSTER.com, a news site for options traders.

  • Finerman is president of Metropolitan Capital Advisors, Inc., a company she co-founded.

  • Founder of EmergingMoney.com

  • Chief Market Strategist for Virtus Investment Partners & CNBC Contributor

Halftime Report