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  • CBS Opportunity on Spin-Off/REIT Conversion

    Published: July 18, 2013

    If CBS continues to take $1billion of its estimated 2billion in fcf generated each year to continue its accelerated share repurchase. To be conservative if I assume CBS uses half of the proceeds from the sale of the Outdoor business to repurchase shares. Assuming that shares are repurchased at $5...

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  • Boring, But Beautiful: Disney Has 20%+ Upside

    Published: February 15, 2013

    The shares have done well, but lagged some other major media and entertainment stocks over the past six months as the company endured a period of slow earnings growth. I believe the current quarter will flip the earnings trajectory and the stock will move higher with earnings and modest multiple ...

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