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Traders are eager to hear from the media titans this week. But will they say what the Street wants to hear?
If media earnings were a TV show, the script for bulls would read something like this -- advertising will soon bounce back, a rush of deal making is around the corner and a smart investor should scoop up cheap stocks straight away.
In fact, anyone who bought shares of Time Warner [TWX
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] or Viacom [VIA
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] about three months ago is pretty happy with the way the story ended -- those stocks have climbed at least 35%.
But in this space you’re only as good as your last hit.
What’s the media stock to own going forward?
If there’s one stock to own it’s Viacom [VIA
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], says Pali analyst Rich Greenfield. The film division at Paramount is doing substantially better and their cable networks are improving on a sequential basis. I expect Viacom will have a nice Q4 and I’d be a buyer into the quarter.
And I also like Discovery Networks [DISCA
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]. Oprah is launching her own network for Discovery. I’d own that into earnings.
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Trader disclosure: On November 2nd, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Adami Owns (AGU), (C), (GS), (INTC), (MSFT), (NUE), (BTU); Seymour Owns (AA), (AAPL), (BAC), (EEM), (SBUX), (F); Seymour Is Short (FXI); Terranova Is Long (GS); Finerman Owns (RIG); Finerman's Firm Owns (CLX) ; Finerman Is Long (BAC) Calls; Finerman's Firm Is Long (BAC) Call Spreads; Finerman's Firm Owns (BAC) Preferred; Finerman's Firm Owns (FLS); Finerman's Firm Is Short (FLS)Calls; Finerman's Firm Owns (MSFT); Finerman's Firm Owns(NOK); Finerman's Firm Owns (PBR); Finerman's Firm Owns (PDE); Finerman Owns (PDE); Finerman's Firm Owns (RIG); Finerman's Firm Owns (WFC) Preferred; Finerman's Firm Is Long (TGT); Finerman's Firm Is Long (WMT); Finerman's Firm Is Short (IJR); Finerman's Firm Is Short (MDY); Finerman's Firm Is Short (SPY); Finerman's Firm Is Short (IWM); Finerman's Firm Is Short (UNG); Finerman's Firm Is Short (USO)
For Jim Suva
Citi owns (PALM)
Citi Has Received Compensation from (MOT)
Citi Has Received Compensation from (PALM)
(MOT) Has Been Investment Banking Client of Citi
(MOT) Is A Client of Citi
(PALM) Is A Client of Citi
Citi is A Market Maker In Shares of (PALM)
Citi Is A Market Maker In Shares of (RIMM)
For Rich Greenfield
Pali Capital is A Market Maker in (DISCA)
Pali Capital is A Market Maker in (DWA)
Pali Capital is A Market Maker in (NCMI)
Pali Capital is A Market Maker in (NWSA)
Pali Capital is A Market Maker in (CMCSA)
Pali Capital is A Market Maker in (DTV)
Pali Capital is A Market Maker in (MCCC)
CNBC.com with wires
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