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], Viacom [VIA
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]and other big media names next week. How should you trade it?Anthony DiClemente, Lehman Bros. Media Analyst joins the panel for this conversation. Following is a summary of his main points.
In media I like the cable networks best, explains DiClemente. I think they’re nearly immune to local advertising slowdowns and they also generate revenue from affiliate fees. Here’s a break down.
Viacom [VIA
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Their cable networks (which include MTV, VH1, Nickelodeon and more) should help Viacom sustain earnings momentum, says DiClemente.
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Discovery [DISCA
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I expect this company to outperform, says DiClemente. The writer's strike created a bit of a shift in viewing habits and Discovery probably benefited. Also they have a lot of high def content.
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Disney [DIS
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Disney seems properly valued to me, DiClemente says. Expectations for a solid quarter are built into the stock. And I have some concerns about their theme park traffic heading into the summer.
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CBS Corp. [CBS
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I think CBS is too tethered to radio, says DiClemente. And on the TV side their shows have been lousy. Their business presents a lot of questions.
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What’s the bottom line?
Look at Discovery, DiClemente counsels.
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Trader disclosure: On Apr. 25, 2008, 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 (INTC), (MSFT), (DIS), (ATVI), (HAS); Najarian Owns (AAPL), (TSO), (XLF), (YHOO); Najarian Owns (CHK) Calls, (MSFT) Calls, (POT) Calls; Finerman Owns (GS); Finerman's Firm And Finerman Own (FLS); Finerman's Firm Owns (MO), (GE), (MSFT), (PM), (SUN), (TSO), (VLO); Finerman's Firm Is Short (IYR), (IJR), (MDY), (IWM), (SPY); Finerman's Firm And Finerman Own (KALU); Finerman's Firm Owns (YHOO) Call Spreads; GE Is The Parent Company Of CNBC; NBC Universal Is The Parent Company Of CNBC; Charles Schwab Is A Sponsor Of "Fast Money"
Lehman Brothers. And/Or Affiliate Has Received Compensation For Investment Banking Services From (TWX), (VIA), (DIS),(CBS), (NWS) In The Past 12 Months; Leman Brothers Has Received Non-Investment Banking Compensation From (TWX), (DIS), (CBS) Within The Last 12 Months; (TWX), (VIA), (DIS), (CBS), (NWS) Are Or During Past 12 Months Have Been Investment Banking Clients Of Lehman Brothers And/Or Affiliate; (TWX), (DIS), (CBS) Are Or During Last 12 Months Have Been Non-Investment Banking Clients (Securities Related Services) Of Lehman Brothers.
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