Jonathan Atkin
Jonathan Atkin
cable gain growth leg minimal next share today
This is the next leg of growth for cable companies. That's where they have minimal share today and can gain rapidly.
appeal business cash chance companies core decided fewer high invest less management rural unknowns
The appeal of the rural companies is that they have a lot less competition, fewer unknowns in their business and that they have decided to opt into these high dividend strategies, ... There is less chance that management will use cash for a significant acquisition or invest in things that are away from the core business.
buying great hurt news opportunity stocks tower wireless
It would be a great buying opportunity if the tower stocks got significantly hurt by news of a wireless merger,
cable reflected results saw trends
Some of the trends we saw from Comcast should be reflected in the results of other cable operators.