The options market thinks Disney has the highest risk pricing of all the major media companies, Stacey Briere Gilbert says, at around a 4.5 – 5% move around earnings compared to Viacom (VIA) around 2%.
Time Warner (TWX) is a turnaround name investors are looking to, Julia adds. Everyone is looking to see if AOL’s replacement from subscription-based revenue to ad-based revenue is working. Time Warner’s studio arm, Warner Bros., is still an issue, she says.
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Trader disclosure: On July 27th 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 (ATVI), (DIS); Najarian Owns ( C),(GS) SSusquehanna Financial Group Is A Market Maker In (GTRC), (ATVI), (AMZN), (ERTS), (INTC), (KYPH), (VMSI); Susquehanna Financial Group Owns More Than 1% Of (BZH); Gilbert Owns Options In (HOT) Stacey Briere Gilbert Is Chief Options Strategist For Susquehanna Financial Group, LLLP; Gilbert Is Head Of Market Intelligence Research For Susquehanna Financial Group, LLLP; Gilbert Does Not Cover Individual Securities But Does Recommend Trading Strategies